Wealthstream 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 | $325K | Buy |
608
+15
| +3% | +$8.01K | 0.05% | 114 |
|
|
2025
Q1 | $287K | Buy |
593
+6
| +1% | +$2.91K | 0.05% | 120 |
|
|
2024
Q4 | $313K | Sell |
587
-7
| -1% | -$3.73K | 0.06% | 109 |
|
|
2024
Q3 | $279K | Buy |
594
+15
| +3% | +$7.05K | 0.05% | 117 |
|
|
2024
Q2 | $247K | Buy |
579
+3
| +0.5% | +$1.28K | 0.09% | 111 |
|
|
2024
Q1 | $253K | Buy |
576
+14
| +2% | +$6.14K | 0.1% | 111 |
|
|
2023
Q4 | $213K | Buy |
+562
| New | +$213K | 0.09% | 133 |
|