Simon Quick 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 | $380K | Buy |
712
+163
| +30% | +$87K | 0.02% | 525 |
|
|
2025
Q1 | $266K | Buy |
549
+39
| +8% | +$18.9K | 0.02% | 470 |
|
|
2024
Q4 | $272K | Buy |
510
+43
| +9% | +$22.9K | 0.02% | 371 |
|
|
2024
Q3 | $219K | Buy |
+467
| New | +$219K | 0.01% | 385 |
|
|
2018
Q1 | – | Sell |
-251
| Closed | -$42K | – | 312 |
|
|
2017
Q4 | $42K | Buy |
+251
| New | +$42K | 0.02% | 242 |
|