Zhang Financial’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 | $2.19M | Sell |
4,096
-320
| -7% | -$171K | 0.1% | 106 |
|
|
2025
Q1 | $2.14M | Buy |
4,416
+954
| +28% | +$462K | 0.11% | 100 |
|
|
2024
Q4 | $1.84M | Buy |
3,462
+190
| +6% | +$101K | 0.11% | 103 |
|
|
2024
Q3 | $1.54M | Buy |
3,272
+396
| +14% | +$186K | 0.1% | 110 |
|
|
2024
Q2 | $1.23M | Buy |
2,876
+197
| +7% | +$84.2K | 0.09% | 119 |
|
|
2024
Q1 | $1.17M | Buy |
2,679
+955
| +55% | +$419K | 0.09% | 129 |
|
|
2023
Q4 | $655K | Buy |
1,724
+203
| +13% | +$77.1K | 0.06% | 160 |
|
|
2023
Q3 | $501K | Buy |
1,521
+419
| +38% | +$138K | 0.05% | 159 |
|
|
2023
Q2 | $366K | Buy |
+1,102
| New | +$366K | 0.04% | 187 |
|