PDS Planning’s Ameriprise Financial AMP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$449K Sell
2025
Q2
$491K Buy
2025
Q1
$397K Buy
2024
Q4
$412K Sell
2024
Q3
$367K Buy
2024
Q2
$331K Buy
2024
Q1
$340K Buy
2023
Q4
$284K Sell
2023
Q3
$250K Buy
2023
Q2
$246K Buy