Appleton Partners’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,065
| Closed | -$332K | – | 296 |
|
|
2022
Q4 | $332K | Sell |
1,065
-396
| -27% | -$123K | 0.03% | 241 |
|
|
2022
Q3 | $368K | Sell |
1,461
-75
| -5% | -$18.9K | 0.04% | 228 |
|
|
2022
Q2 | $365K | Sell |
1,536
-81
| -5% | -$19.2K | 0.03% | 231 |
|
|
2022
Q1 | $486K | Sell |
1,617
-40
| -2% | -$12K | 0.04% | 218 |
|
|
2021
Q4 | $500K | Sell |
1,657
-115
| -6% | -$34.7K | 0.04% | 220 |
|
|
2021
Q3 | $468K | Sell |
1,772
-183
| -9% | -$48.3K | 0.04% | 208 |
|
|
2021
Q2 | $487K | Sell |
1,955
-441
| -18% | -$110K | 0.04% | 198 |
|
|
2021
Q1 | $557K | Sell |
2,396
-15
| -0.6% | -$3.49K | 0.05% | 187 |
|
|
2020
Q4 | $469K | Sell |
2,411
-1,325
| -35% | -$258K | 0.05% | 188 |
|
|
2020
Q3 | $576K | Sell |
3,736
-61
| -2% | -$9.41K | 0.06% | 171 |
|
|
2020
Q2 | $570K | Sell |
3,797
-76
| -2% | -$11.4K | 0.07% | 164 |
|
|
2020
Q1 | $397K | Hold |
3,873
| – | – | 0.06% | 187 |
|
|
2019
Q4 | $645K | Hold |
3,873
| – | – | 0.07% | 169 |
|
|
2019
Q3 | $570K | Sell |
3,873
-150
| -4% | -$22.1K | 0.07% | 177 |
|
|
2019
Q2 | $584K | Sell |
4,023
-360
| -8% | -$52.3K | 0.07% | 173 |
|
|
2019
Q1 | $561K | Sell |
4,383
-1,622
| -27% | -$208K | 0.07% | 174 |
|
|
2018
Q4 | $627K | Sell |
6,005
-272
| -4% | -$28.4K | 0.09% | 156 |
|
|
2018
Q3 | $927K | Hold |
6,277
| – | – | 0.12% | 146 |
|
|
2018
Q2 | $878K | Sell |
6,277
-439
| -7% | -$61.4K | 0.13% | 149 |
|
|
2018
Q1 | $994K | Hold |
6,716
| – | – | 0.15% | 139 |
|
|
2017
Q4 | $1.14M | Buy |
6,716
+202
| +3% | +$34.2K | 0.18% | 129 |
|
|
2017
Q3 | $967K | Hold |
6,514
| – | – | 0.16% | 134 |
|
|
2017
Q2 | $829K | Buy |
6,514
+354
| +6% | +$45.1K | 0.14% | 141 |
|
|
2017
Q1 | $799K | Sell |
6,160
-295
| -5% | -$38.3K | 0.15% | 134 |
|
|
2016
Q4 | $716K | Sell |
6,455
-360
| -5% | -$39.9K | 0.14% | 137 |
|
|
2016
Q3 | $680K | Sell |
6,815
-280
| -4% | -$27.9K | 0.13% | 141 |
|
|
2016
Q2 | $637K | Sell |
7,095
-202
| -3% | -$18.1K | 0.13% | 128 |
|
|
2016
Q1 | $686K | Buy |
7,297
+723
| +11% | +$68K | 0.14% | 120 |
|
|
2015
Q4 | $700K | Buy |
6,574
+1,985
| +43% | +$211K | 0.14% | 120 |
|
|
2015
Q3 | $501K | Buy |
+4,589
| New | +$501K | 0.11% | 131 |
|