Westmount 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 | $303K | Hold |
568
| – | – | 0.08% | 194 |
|
|
2025
Q1 | $275K | Hold |
568
| – | – | 0.08% | 194 |
|
|
2024
Q4 | $302K | Hold |
568
| – | – | 0.09% | 171 |
|
|
2024
Q3 | $267K | Hold |
568
| – | – | 0.08% | 178 |
|
|
2024
Q2 | $242K | Hold |
568
| – | – | 0.08% | 182 |
|
|
2024
Q1 | $249K | Hold |
568
| – | – | 0.09% | 183 |
|
|
2023
Q4 | $216K | Buy |
+568
| New | +$216K | 0.09% | 182 |
|