WealthPLAN Partners’s Ameriprise Financial AMP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-827	Closed	-$406K	–	223
2025 Q4	$406K	Hold	827	–	–	0.06%	204
2025 Q3	$406K	Buy	827 +27	+3%	+$13.8K	0.06%	190
2025 Q2	$427K	Hold	800	–	–	0.07%	180
2025 Q1	$387K	Buy	+800	New	+$420K	0.05%	189
2023 Q3	–	Sell	-59	Closed	-$19.6K	–	347
2023 Q2	$19.6K	Hold	59	–	–	﹤0.01%	686
2023 Q1	$18.1K	Buy	+59	New	+$19.3K	﹤0.01%	749
2016 Q3	$27.3K	Sell	270 -538	-67%	-$52.1K	0.01%	426
2016 Q2	$26.6K	Buy	+808	New	+$78.1K	﹤0.01%	1240
2015 Q4	$10.1K	Buy	+245	New	+$27.4K	﹤0.01%	1139
2015 Q2	$9K	Sell	75 -39	-34%	-$4.97K	﹤0.01%	313
2015 Q1	$15K	Buy	+114	New	+$15K	0.01%	341