Valtinson Bruner Financial Planning’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-708
| Closed | -$377K | – | 146 |
|
|
2024
Q4 | $377K | Hold |
708
| – | – | 0.13% | 97 |
|
|
2024
Q3 | $333K | Hold |
708
| – | – | 0.12% | 101 |
|
|
2024
Q2 | $302K | Sell |
708
-400
| -36% | -$171K | 0.12% | 98 |
|
|
2024
Q1 | $486K | Sell |
1,108
-200
| -15% | -$87.7K | 0.21% | 76 |
|
|
2023
Q4 | $497K | Hold |
1,308
| – | – | 0.26% | 75 |
|
|
2023
Q3 | $431K | Hold |
1,308
| – | – | 0.24% | 78 |
|
|
2023
Q2 | $434K | Sell |
1,308
-5
| -0.4% | -$1.66K | 0.23% | 79 |
|
|
2023
Q1 | $402K | Hold |
1,313
| – | – | 0.23% | 79 |
|
|
2022
Q4 | $431K | Buy |
1,313
+18
| +1% | +$5.91K | 0.25% | 73 |
|
|
2022
Q3 | $326K | Hold |
1,295
| – | – | 0.2% | 76 |
|
|
2022
Q2 | $308K | Buy |
+1,295
| New | +$308K | 0.19% | 76 |
|