PDS Planning’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 | $491K | Buy |
920
+99
| +12% | +$52.8K | 0.04% | 242 |
|
|
2025
Q1 | $397K | Buy |
821
+47
| +6% | +$22.8K | 0.03% | 255 |
|
|
2024
Q4 | $412K | Sell |
774
-8
| -1% | -$4.26K | 0.04% | 222 |
|
|
2024
Q3 | $367K | Buy |
782
+6
| +0.8% | +$2.82K | 0.03% | 252 |
|
|
2024
Q2 | $331K | Buy |
776
+1
| +0.1% | +$427 | 0.03% | 241 |
|
|
2024
Q1 | $340K | Buy |
775
+28
| +4% | +$12.3K | 0.04% | 230 |
|
|
2023
Q4 | $284K | Sell |
747
-11
| -1% | -$4.18K | 0.03% | 245 |
|
|
2023
Q3 | $250K | Buy |
758
+16
| +2% | +$5.28K | 0.03% | 243 |
|
|
2023
Q2 | $246K | Buy |
+742
| New | +$246K | 0.03% | 253 |
|