AP
Atwood & Palmer’s Ameriprise Financial AMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.2M | Buy |
77,107
+28
| +0% | +$14.9K | 2.57% | 11 |
|
|
2025
Q1 | $37.3M | Sell |
77,079
-2,263
| -3% | -$1.1M | 2.59% | 9 |
|
|
2024
Q4 | $42.2M | Sell |
79,342
-166
| -0.2% | -$88.4K | 2.89% | 6 |
|
|
2024
Q3 | $37.4M | Sell |
79,508
-95
| -0.1% | -$44.6K | 2.54% | 13 |
|
|
2024
Q2 | $34M | Sell |
79,603
-1,406
| -2% | -$601K | 2.58% | 9 |
|
|
2024
Q1 | $35.5M | Sell |
81,009
-12,809
| -14% | -$5.62M | 2.7% | 9 |
|
|
2023
Q4 | $35.6M | Sell |
93,818
-1,442
| -2% | -$548K | 2.88% | 5 |
|
|
2023
Q3 | $31.4M | Sell |
95,260
-10,725
| -10% | -$3.54M | 2.75% | 8 |
|
|
2023
Q2 | $35.2M | Buy |
105,985
+1,362
| +1% | +$452K | 3.15% | 4 |
|
|
2023
Q1 | $32.1M | Sell |
104,623
-120
| -0.1% | -$36.8K | 3.01% | 6 |
|
|
2022
Q4 | $32.6M | Buy |
104,743
+962
| +0.9% | +$300K | 2.95% | 4 |
|
|
2022
Q3 | $26.1M | Buy |
103,781
+1,732
| +2% | +$436K | 2.59% | 9 |
|
|
2022
Q2 | $24.3M | Sell |
102,049
-486
| -0.5% | -$116K | 2.36% | 12 |
|
|
2022
Q1 | $30.8M | Sell |
102,535
-1,190
| -1% | -$357K | 2.66% | 9 |
|
|
2021
Q4 | $31.3M | Sell |
103,725
-645
| -0.6% | -$195K | 2.62% | 10 |
|
|
2021
Q3 | $27.6M | Sell |
104,370
-361
| -0.3% | -$95.3K | 2.46% | 10 |
|
|
2021
Q2 | $26.1M | Sell |
104,731
-32,148
| -23% | -$8M | 2.34% | 11 |
|
|
2021
Q1 | $31.8M | Sell |
136,879
-2,638
| -2% | -$613K | 3.06% | 5 |
|
|
2020
Q4 | $27.1M | Sell |
139,517
-6,493
| -4% | -$1.26M | 2.91% | 7 |
|
|
2020
Q3 | $22.5M | Sell |
146,010
-596
| -0.4% | -$91.9K | 2.83% | 7 |
|
|
2020
Q2 | $22M | Sell |
146,606
-1,280
| -0.9% | -$192K | 2.97% | 8 |
|
|
2020
Q1 | $15.2M | Buy |
147,886
+14,258
| +11% | +$1.46M | 2.38% | 18 |
|
|
2019
Q4 | $22.3M | Sell |
133,628
-3,362
| -2% | -$560K | 2.86% | 10 |
|
|
2019
Q3 | $20.2M | Sell |
136,990
-7,450
| -5% | -$1.1M | 2.72% | 11 |
|
|
2019
Q2 | $21M | Sell |
144,440
-2,851
| -2% | -$414K | 2.83% | 11 |
|
|
2019
Q1 | $18.9M | Sell |
147,291
-584
| -0.4% | -$74.8K | 2.67% | 11 |
|
|
2018
Q4 | $15.4M | Buy |
147,875
+3,601
| +2% | +$376K | 2.45% | 15 |
|
|
2018
Q3 | $21.3M | Sell |
144,274
-190
| -0.1% | -$28.1K | 2.78% | 10 |
|
|
2018
Q2 | $20.2M | Sell |
144,464
-895
| -0.6% | -$125K | 2.77% | 11 |
|
|
2018
Q1 | $21.5M | Sell |
145,359
-81
| -0.1% | -$12K | 3.07% | 10 |
|
|
2017
Q4 | $24.6M | Buy |
145,440
+1,099
| +0.8% | +$186K | 3.46% | 9 |
|
|
2017
Q3 | $21.4M | Buy |
144,341
+1,980
| +1% | +$294K | 3.1% | 11 |
|
|
2017
Q2 | $18.1M | Buy |
142,361
+2,345
| +2% | +$298K | 2.84% | 13 |
|
|
2017
Q1 | $18.2M | Sell |
140,016
-3,069
| -2% | -$398K | 2.9% | 12 |
|
|
2016
Q4 | $15.9M | Buy |
143,085
+2,695
| +2% | +$299K | 2.86% | 14 |
|
|
2016
Q3 | $14M | Sell |
140,390
-1,093
| -0.8% | -$109K | 2.54% | 16 |
|
|
2016
Q2 | $12.7M | Sell |
141,483
-599
| -0.4% | -$53.8K | 2.3% | 18 |
|
|
2016
Q1 | $13.4M | Buy |
142,082
+2,522
| +2% | +$237K | 2.37% | 17 |
|
|
2015
Q4 | $14.9M | Buy |
139,560
+6,184
| +5% | +$658K | 2.82% | 9 |
|
|
2015
Q3 | $14.6M | Buy |
133,376
+20,931
| +19% | +$2.28M | 2.84% | 6 |
|
|
2015
Q2 | $14M | Buy |
112,445
+550
| +0.5% | +$68.7K | 2.53% | 12 |
|
|
2015
Q1 | $14.6M | Buy |
111,895
+14,542
| +15% | +$1.9M | 2.61% | 10 |
|
|
2014
Q4 | $12.9M | Sell |
97,353
-1,648
| -2% | -$218K | 2.4% | 13 |
|
|
2014
Q3 | $12.2M | Buy |
99,001
+28,252
| +40% | +$3.49M | 2.31% | 14 |
|
|
2014
Q2 | $8.49M | Sell |
70,749
-27,748
| -28% | -$3.33M | 2.26% | 12 |
|
|
2014
Q1 | $10.8M | Buy |
98,497
+987
| +1% | +$109K | 2.54% | 13 |
|
|
2013
Q4 | $11.2M | Sell |
97,510
-223
| -0.2% | -$25.7K | 2.77% | 12 |
|
|
2013
Q3 | $8.9M | Buy |
97,733
+493
| +0.5% | +$44.9K | 2.46% | 16 |
|
|
2013
Q2 | $7.87M | Buy |
+97,240
| New | +$7.87M | 2.13% | 18 |
|