Simplicity Wealth’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 | $1.09M | Buy |
2,043
+1,067
| +109% | +$569K | 0.05% | 314 |
|
|
2025
Q1 | $473K | Sell |
976
-77
| -7% | -$37.3K | 0.04% | 355 |
|
|
2024
Q4 | $561K | Buy |
1,053
+176
| +20% | +$93.7K | 0.12% | 151 |
|
|
2024
Q3 | $412K | Sell |
877
-2,755
| -76% | -$1.29M | 0.04% | 334 |
|
|
2024
Q2 | $1.55M | Buy |
3,632
+895
| +33% | +$382K | 0.04% | 406 |
|
|
2024
Q1 | $1.2M | Buy |
+2,737
| New | +$1.2M | 0.03% | 470 |
|