Prosperity Consulting Group’s Ameriprise Financial AMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $218K | Sell |
409
-1,757
| -81% | -$939K | 0.02% | 427 |
|
|
2025
Q1 | $1.05M | Buy |
2,166
+80
| +4% | +$38.7K | 0.08% | 213 |
|
|
2024
Q4 | $1.11M | Buy |
2,086
+38
| +2% | +$20.2K | 0.08% | 215 |
|
|
2024
Q3 | $962K | Sell |
2,048
-38
| -2% | -$17.9K | 0.08% | 234 |
|
|
2024
Q2 | $891K | Buy |
2,086
+89
| +4% | +$38K | 0.12% | 132 |
|
|
2024
Q1 | $876K | Buy |
1,997
+66
| +3% | +$28.9K | 0.11% | 139 |
|
|
2023
Q4 | $733K | Buy |
1,931
+46
| +2% | +$17.5K | 0.25% | 80 |
|
|
2023
Q3 | $622K | Buy |
1,885
+33
| +2% | +$10.9K | 0.29% | 78 |
|
|
2023
Q2 | $615K | Hold |
1,852
| – | – | 0.38% | 59 |
|
|
2023
Q1 | $568K | Hold |
1,852
| – | – | 0.36% | 60 |
|
|
2022
Q4 | $577K | Hold |
1,852
| – | – | 0.38% | 60 |
|
|
2022
Q3 | $467K | Buy |
+1,852
| New | +$467K | 0.38% | 57 |
|