WealthPLAN Partners’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 | $427K | Hold |
800
| – | – | 0.07% | 180 |
|
|
2025
Q1 | $387K | Buy |
+800
| New | +$387K | 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 | +$18.1K | ﹤0.01% | 749 |
|
|
2016
Q3 | $27.3K | Sell |
270
-538
| -67% | -$54.4K | 0.01% | 426 |
|
|
2016
Q2 | $26.6K | Buy |
+808
| New | +$26.6K | ﹤0.01% | 1240 |
|
|
2015
Q4 | $10.1K | Buy |
+245
| New | +$10.1K | ﹤0.01% | 1139 |
|
|
2015
Q2 | $9K | Sell |
75
-39
| -34% | -$4.68K | ﹤0.01% | 313 |
|
|
2015
Q1 | $15K | Buy |
+114
| New | +$15K | 0.01% | 341 |
|