Prestige Wealth Management Group’s Ameriprise Financial AMP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$14.2K	Hold	32	–	–	﹤0.01%	376
2025 Q4	$15.7K	Hold	32	–	–	﹤0.01%	378
2025 Q3	$15.7K	Hold	32	–	–	﹤0.01%	383
2025 Q2	$17.1K	Hold	32	–	–	﹤0.01%	369
2025 Q1	$15.5K	Hold	32	–	–	﹤0.01%	379
2024 Q4	$17K	Hold	32	–	–	﹤0.01%	380
2024 Q3	$15K	Hold	32	–	–	﹤0.01%	387
2024 Q2	$13.7K	Hold	32	–	–	﹤0.01%	366
2024 Q1	$14K	Hold	32	–	–	﹤0.01%	395
2023 Q4	$12.2K	Hold	32	–	–	﹤0.01%	416
2023 Q3	$10.6K	Hold	32	–	–	﹤0.01%	434
2023 Q2	$10.6K	Hold	32	–	–	﹤0.01%	449
2023 Q1	$9.81K	Hold	32	–	–	﹤0.01%	438
2022 Q4	$9.96K	Hold	32	–	–	﹤0.01%	468
2022 Q3	$8K	Sell	32 -1	-3%	-$263	﹤0.01%	441
2022 Q2	$8K	Hold	33	–	–	﹤0.01%	466
2022 Q1	$10K	Hold	33	–	–	﹤0.01%	456
2021 Q4	$10K	Hold	33	–	–	﹤0.01%	478
2021 Q3	$8K	Hold	33	–	–	﹤0.01%	520
2021 Q2	$8K	Hold	33	–	–	﹤0.01%	510
2021 Q1	$8K	Buy	33 +13	+65%	+$2.81K	﹤0.01%	508
2020 Q4	$4K	Sell	20 -28	-58%	-$5.01K	﹤0.01%	612
2020 Q3	$7K	Hold	48	–	–	﹤0.01%	483
2020 Q2	$7K	Hold	48	–	–	﹤0.01%	470
2020 Q1	$5K	Buy	48 +28	+140%	+$4.15K	﹤0.01%	478
2019 Q4	$3K	Hold	20	–	–	﹤0.01%	451
2019 Q3	$3K	Hold	20	–	–	﹤0.01%	447
2019 Q2	$3K	Hold	20	–	–	﹤0.01%	431
2019 Q1	$3K	Sell	20 -34	-63%	-$4.22K	﹤0.01%	431
2018 Q4	$6K	Buy	+54	New	+$6.78K	﹤0.01%	534