Parcion Private Wealth’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $344K | Sell |
645
-111
| -15% | -$59.2K | 0.02% | 221 |
|
|
2025
Q1 | $366K | Buy |
756
+163
| +27% | +$78.9K | 0.03% | 195 |
|
|
2024
Q4 | $316K | Hold |
593
| – | – | 0.02% | 192 |
|
|
2024
Q3 | $279K | Hold |
593
| – | – | 0.02% | 202 |
|
|
2024
Q2 | $253K | Buy |
593
+8
| +1% | +$3.42K | 0.02% | 179 |
|
|
2024
Q1 | $256K | Hold |
585
| – | – | 0.02% | 177 |
|
|
2023
Q4 | $222K | Buy |
+585
| New | +$222K | 0.02% | 180 |
|