Quantum Financial 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 | $630K | Hold |
1,180
| – | – | 0.09% | 84 |
|
|
2025
Q1 | $571K | Hold |
1,180
| – | – | 0.09% | 87 |
|
|
2024
Q4 | $628K | Hold |
1,180
| – | – | 0.1% | 81 |
|
|
2024
Q3 | $554K | Buy |
1,180
+620
| +111% | +$291K | 0.09% | 89 |
|
|
2024
Q2 | $239K | Hold |
560
| – | – | 0.04% | 139 |
|
|
2024
Q1 | $245K | Hold |
560
| – | – | 0.05% | 143 |
|
|
2023
Q4 | $213K | Buy |
+560
| New | +$213K | 0.05% | 114 |
|