AFCM
Applied Finance Capital Management’s Ameriprise Financial AMP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $26.9M | Buy |
50,320
+5,667
| +13% | +$3.02M | 1.84% | 17 |
|
2025
Q1 | $21.6M | Sell |
44,653
-51,695
| -54% | -$25M | 1.59% | 25 |
|
2024
Q4 | $51.3M | Buy |
96,348
+281
| +0.3% | +$150K | 2.23% | 12 |
|
2024
Q3 | $45.1M | Buy |
96,067
+320
| +0.3% | +$150K | 1.93% | 19 |
|
2024
Q2 | $40.9M | Buy |
95,747
+28,418
| +42% | +$12.1M | 1.89% | 17 |
|
2024
Q1 | $29.5M | Buy |
67,329
+7,475
| +12% | +$3.28M | 2.08% | 20 |
|
2023
Q4 | $22.7M | Buy |
59,854
+5,823
| +11% | +$2.21M | 1.98% | 21 |
|
2023
Q3 | $17.8M | Buy |
54,031
+2,535
| +5% | +$836K | 1.94% | 19 |
|
2023
Q2 | $17.1M | Buy |
51,496
+2,633
| +5% | +$875K | 1.94% | 23 |
|
2023
Q1 | $15M | Buy |
48,863
+423
| +0.9% | +$130K | 1.86% | 23 |
|
2022
Q4 | $15.1M | Buy |
+48,440
| New | +$15.1M | 1.97% | 20 |
|