AAM
Aureus Asset Management’s Ameriprise Financial AMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-432
| Closed | -$209K | – | 207 |
|
|
2025
Q1 | $209K | Hold |
432
| – | – | 0.01% | 194 |
|
|
2024
Q4 | $230K | Hold |
432
| – | – | 0.01% | 193 |
|
|
2024
Q3 | $203K | Sell |
432
-38
| -8% | -$17.9K | 0.01% | 203 |
|
|
2024
Q2 | $201K | Sell |
470
-65
| -12% | -$27.8K | 0.01% | 194 |
|
|
2024
Q1 | $235K | Buy |
+535
| New | +$235K | 0.02% | 172 |
|
|
2023
Q2 | – | Sell |
-717
| Closed | -$220K | – | 187 |
|
|
2023
Q1 | $220K | Sell |
717
-90
| -11% | -$27.6K | 0.02% | 163 |
|
|
2022
Q4 | $251K | Sell |
807
-44
| -5% | -$13.7K | 0.02% | 160 |
|
|
2022
Q3 | $214K | Sell |
851
-114
| -12% | -$28.7K | 0.02% | 159 |
|
|
2022
Q2 | $229K | Sell |
965
-92
| -9% | -$21.8K | 0.02% | 172 |
|
|
2022
Q1 | $317K | Sell |
1,057
-133
| -11% | -$39.9K | 0.02% | 177 |
|
|
2021
Q4 | $359K | Sell |
1,190
-53
| -4% | -$16K | 0.02% | 155 |
|
|
2021
Q3 | $328K | Sell |
1,243
-1,734
| -58% | -$458K | 0.02% | 157 |
|
|
2021
Q2 | $741K | Buy |
2,977
+1,641
| +123% | +$408K | 0.05% | 116 |
|
|
2021
Q1 | $311K | Sell |
1,336
-392
| -23% | -$91.3K | 0.02% | 140 |
|
|
2020
Q4 | $336K | Hold |
1,728
| – | – | 0.03% | 146 |
|
|
2020
Q3 | $266K | Sell |
1,728
-300
| -15% | -$46.2K | 0.03% | 150 |
|
|
2020
Q2 | $304K | Sell |
2,028
-225
| -10% | -$33.7K | 0.03% | 131 |
|
|
2020
Q1 | $231K | Hold |
2,253
| – | – | 0.03% | 136 |
|
|
2019
Q4 | $375K | Hold |
2,253
| – | – | 0.04% | 128 |
|
|
2019
Q3 | $331K | Sell |
2,253
-154
| -6% | -$22.6K | 0.04% | 130 |
|
|
2019
Q2 | $349K | Sell |
2,407
-223
| -8% | -$32.3K | 0.04% | 126 |
|
|
2019
Q1 | $337K | Sell |
2,630
-323
| -11% | -$41.4K | 0.04% | 125 |
|
|
2018
Q4 | $308K | Hold |
2,953
| – | – | 0.05% | 129 |
|
|
2018
Q3 | $436K | Sell |
2,953
-197
| -6% | -$29.1K | 0.06% | 124 |
|
|
2018
Q2 | $441K | Buy |
3,150
+513
| +19% | +$71.8K | 0.06% | 123 |
|
|
2018
Q1 | $390K | Buy |
2,637
+729
| +38% | +$108K | 0.06% | 121 |
|
|
2017
Q4 | $323K | Hold |
1,908
| – | – | 0.05% | 141 |
|
|
2017
Q3 | $283K | Hold |
1,908
| – | – | 0.04% | 145 |
|
|
2017
Q2 | $243K | Hold |
1,908
| – | – | 0.04% | 143 |
|
|
2017
Q1 | $243K | Buy |
+1,908
| New | +$243K | 0.04% | 155 |
|