Ascent Wealth 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 | $12.2M | Buy |
22,839
+7
| +0% | +$3.74K | 1.5% | 14 |
|
|
2025
Q1 | $11.1M | Buy |
22,832
+317
| +1% | +$153K | 1.48% | 17 |
|
|
2024
Q4 | $12M | Sell |
22,515
-454
| -2% | -$242K | 1.62% | 13 |
|
|
2024
Q3 | $10.8M | Sell |
22,969
-176
| -0.8% | -$82.7K | 1.5% | 16 |
|
|
2024
Q2 | $9.89M | Sell |
23,145
-252
| -1% | -$108K | 1.45% | 20 |
|
|
2024
Q1 | $10.3M | Buy |
23,397
+189
| +0.8% | +$82.9K | 1.52% | 15 |
|
|
2023
Q4 | $8.82M | Buy |
23,208
+224
| +1% | +$85.1K | 1.44% | 17 |
|
|
2023
Q3 | $7.58M | Sell |
22,984
-141
| -0.6% | -$46.5K | 1.4% | 19 |
|
|
2023
Q2 | $7.56M | Buy |
23,125
+1,168
| +5% | +$382K | 1.33% | 19 |
|
|
2023
Q1 | $6.73M | Buy |
21,957
+3
| +0% | +$920 | 1.35% | 21 |
|
|
2022
Q4 | $6.83M | Sell |
21,954
-385
| -2% | -$120K | 1.47% | 21 |
|
|
2022
Q3 | $5.63M | Sell |
22,339
-223
| -1% | -$56.2K | 1.34% | 22 |
|
|
2022
Q2 | $5.36M | Sell |
22,562
-315
| -1% | -$74.8K | 1.21% | 29 |
|
|
2022
Q1 | $6.87M | Sell |
22,877
-62
| -0.3% | -$18.6K | 1.28% | 24 |
|
|
2021
Q4 | $6.92M | Buy |
22,939
+220
| +1% | +$66.4K | 1.23% | 20 |
|
|
2021
Q3 | $6M | Sell |
22,719
-286
| -1% | -$75.5K | 1.15% | 28 |
|
|
2021
Q2 | $5.73M | Sell |
23,005
-658
| -3% | -$164K | 1.09% | 31 |
|
|
2021
Q1 | $5.5M | Buy |
23,663
+381
| +2% | +$88.6K | 1.19% | 31 |
|
|
2020
Q4 | $4.52M | Buy |
23,282
+271
| +1% | +$52.7K | 1.01% | 36 |
|
|
2020
Q3 | $3.55M | Buy |
23,011
+422
| +2% | +$65K | 0.91% | 38 |
|
|
2020
Q2 | $3.39M | Buy |
22,589
+632
| +3% | +$94.8K | 0.98% | 37 |
|
|
2020
Q1 | $2.25M | Buy |
21,957
+53
| +0.2% | +$5.43K | 0.82% | 43 |
|
|
2019
Q4 | $3.65M | Sell |
21,904
-44
| -0.2% | -$7.33K | 1.04% | 39 |
|
|
2019
Q3 | $3.23M | Buy |
21,948
+294
| +1% | +$43.3K | 0.99% | 41 |
|
|
2019
Q2 | $3.14M | Buy |
21,654
+480
| +2% | +$69.7K | 0.97% | 42 |
|
|
2019
Q1 | $2.71M | Buy |
21,174
+2,085
| +11% | +$267K | 0.88% | 43 |
|
|
2018
Q4 | $1.99M | Sell |
19,089
-2,303
| -11% | -$240K | 0.78% | 47 |
|
|
2018
Q3 | $3.16M | Buy |
21,392
+518
| +2% | +$76.5K | 1.01% | 37 |
|
|
2018
Q2 | $2.92M | Buy |
20,874
+464
| +2% | +$64.9K | 1.03% | 35 |
|
|
2018
Q1 | $3.02M | Buy |
20,410
+96
| +0.5% | +$14.2K | 1.1% | 33 |
|
|
2017
Q4 | $3.44M | Sell |
20,314
-108
| -0.5% | -$18.3K | 1.28% | 28 |
|
|
2017
Q3 | $3.03M | Buy |
20,422
+425
| +2% | +$63.1K | 1.21% | 31 |
|
|
2017
Q2 | $2.55M | Sell |
19,997
-65
| -0.3% | -$8.27K | 1.09% | 39 |
|
|
2017
Q1 | $2.6M | Buy |
20,062
+130
| +0.7% | +$16.9K | 1.17% | 36 |
|
|
2016
Q4 | $2.21M | Sell |
19,932
-160
| -0.8% | -$17.7K | 1.08% | 37 |
|
|
2016
Q3 | $2.01M | Buy |
20,092
+65
| +0.3% | +$6.49K | 1.01% | 41 |
|
|
2016
Q2 | $1.8M | Buy |
20,027
+22
| +0.1% | +$1.98K | 0.93% | 46 |
|
|
2016
Q1 | $1.88M | Buy |
20,005
+415
| +2% | +$39K | 1.01% | 43 |
|
|
2015
Q4 | $2.09M | Buy |
19,590
+6,940
| +55% | +$739K | 1.16% | 36 |
|
|
2015
Q3 | $1.38M | Buy |
12,650
+65
| +0.5% | +$7.1K | 0.82% | 45 |
|
|
2015
Q2 | $1.57M | Buy |
12,585
+235
| +2% | +$29.4K | 0.86% | 44 |
|
|
2015
Q1 | $1.62M | Buy |
12,350
+545
| +5% | +$71.3K | 0.88% | 46 |
|
|
2014
Q4 | $1.56M | Buy |
11,805
+360
| +3% | +$47.6K | 0.92% | 46 |
|
|
2014
Q3 | $1.41M | Buy |
11,445
+105
| +0.9% | +$13K | 0.9% | 48 |
|
|
2014
Q2 | $1.36M | Buy |
+11,340
| New | +$1.36M | 0.86% | 49 |
|