Premier Path Wealth Partners’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
$713K Buy
1,336
+31
+2% +$16.5K 0.1% 210
2025
Q1
$632K Buy
1,305
+12
+0.9% +$5.81K 0.1% 205
2024
Q4
$688K Buy
1,293
+12
+0.9% +$6.39K 0.1% 191
2024
Q3
$602K Sell
1,281
-2
-0.2% -$940 0.09% 208
2024
Q2
$548K Hold
1,283
0.09% 211
2024
Q1
$563K Sell
1,283
-31
-2% -$13.6K 0.11% 188
2023
Q4
$488K Buy
+1,314
New +$488K 0.11% 195