PFG Private Wealth Management’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 | $302K | Buy |
565
+28
| +5% | +$14.9K | 0.16% | 44 |
|
|
2025
Q1 | $260K | Sell |
537
-5
| -0.9% | -$2.42K | 0.14% | 46 |
|
|
2024
Q4 | $289K | Sell |
542
-42
| -7% | -$22.4K | 0.16% | 37 |
|
|
2024
Q3 | $274K | Sell |
584
-11
| -2% | -$5.17K | 0.16% | 40 |
|
|
2024
Q2 | $254K | Sell |
595
-11
| -2% | -$4.7K | 0.15% | 41 |
|
|
2024
Q1 | $266K | Sell |
606
-4
| -0.7% | -$1.75K | 0.17% | 38 |
|
|
2023
Q4 | $232K | Buy |
610
+514
| +535% | +$195K | 0.16% | 37 |
|
|
2023
Q3 | $31.6K | Sell |
96
-176
| -65% | -$58K | 0.02% | 135 |
|
|
2023
Q2 | $90.3K | Buy |
272
+1
| +0.4% | +$332 | 0.05% | 120 |
|
|
2023
Q1 | $83.1K | Sell |
271
-30
| -10% | -$9.2K | 0.05% | 128 |
|
|
2022
Q4 | $94K | Sell |
301
-5
| -2% | -$1.56K | 0.06% | 92 |
|
|
2022
Q3 | $77K | Sell |
306
-80
| -21% | -$20.1K | 0.05% | 107 |
|
|
2022
Q2 | $92K | Sell |
386
-12
| -3% | -$2.86K | 0.05% | 111 |
|
|
2022
Q1 | $120K | Buy |
+398
| New | +$120K | 0.06% | 81 |
|