Perennial Investment Advisors’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 | $228K | Sell |
427
-110
| -20% | -$58.7K | 0.02% | 412 |
|
|
2025
Q1 | $260K | Buy |
537
+7
| +1% | +$3.39K | 0.03% | 345 |
|
|
2024
Q4 | $282K | Sell |
530
-1
| -0.2% | -$532 | 0.03% | 304 |
|
|
2024
Q3 | $250K | Sell |
531
-108
| -17% | -$50.8K | 0.03% | 318 |
|
|
2024
Q2 | $273K | Buy |
639
+95
| +17% | +$40.6K | 0.04% | 287 |
|
|
2024
Q1 | $239K | Hold |
544
| – | – | 0.04% | 288 |
|
|
2023
Q4 | $207K | Buy |
+544
| New | +$207K | 0.03% | 302 |
|