Bartlett & Co Wealth Management’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 | $3.8M | Sell |
7,122
-39
| -0.5% | -$20.8K | 0.05% | 148 |
|
|
2025
Q1 | $3.47M | Sell |
7,161
-7
| -0.1% | -$3.39K | 0.05% | 153 |
|
|
2024
Q4 | $3.82M | Sell |
7,168
-25
| -0.3% | -$13.3K | 0.06% | 155 |
|
|
2024
Q3 | $3.38M | Sell |
7,193
-50
| -0.7% | -$23.5K | 0.05% | 158 |
|
|
2024
Q2 | $3.09M | Hold |
7,243
| – | – | 0.05% | 162 |
|
|
2024
Q1 | $3.18M | Sell |
7,243
-418
| -5% | -$183K | 0.05% | 159 |
|
|
2023
Q4 | $2.92M | Sell |
7,661
-300
| -4% | -$114K | 0.05% | 166 |
|
|
2023
Q3 | $2.62M | Sell |
7,961
-192
| -2% | -$63.3K | 0.05% | 169 |
|
|
2023
Q2 | $2.71M | Buy |
+8,153
| New | +$2.71M | 0.05% | 167 |
|
|
2022
Q4 | – | Sell |
-243
| Closed | -$61.2K | – | 1101 |
|
|
2022
Q3 | $61.2K | Sell |
243
-31
| -11% | -$7.81K | ﹤0.01% | 535 |
|
|
2022
Q2 | $65.1K | Buy |
274
+33
| +14% | +$7.84K | ﹤0.01% | 531 |
|
|
2022
Q1 | $57.3K | Buy |
+241
| New | +$57.3K | ﹤0.01% | 565 |
|
|
2021
Q4 | – | Sell |
-241
| Closed | -$63.7K | – | 427 |
|
|
2021
Q3 | $63.7K | Sell |
241
-5
| -2% | -$1.32K | ﹤0.01% | 474 |
|
|
2021
Q2 | $61.2K | Hold |
246
| – | – | ﹤0.01% | 473 |
|
|
2021
Q1 | $57.2K | Hold |
246
| – | – | ﹤0.01% | 508 |
|
|
2020
Q4 | $47.8K | Buy |
246
+5
| +2% | +$972 | ﹤0.01% | 530 |
|
|
2020
Q3 | $37.1K | Hold |
241
| – | – | ﹤0.01% | 531 |
|
|
2020
Q2 | $36.2K | Hold |
241
| – | – | ﹤0.01% | 541 |
|
|
2020
Q1 | $24.7K | Sell |
241
-120
| -33% | -$12.3K | ﹤0.01% | 557 |
|
|
2019
Q4 | $60.1K | Hold |
361
| – | – | ﹤0.01% | 498 |
|
|
2019
Q3 | $53.1K | Buy |
361
+241
| +201% | +$35.5K | ﹤0.01% | 521 |
|
|
2019
Q2 | $17.4K | Hold |
120
| – | – | ﹤0.01% | 546 |
|
|
2019
Q1 | $15.4K | Hold |
120
| – | – | ﹤0.01% | 544 |
|
|
2018
Q4 | $12.5K | Hold |
120
| – | – | ﹤0.01% | 559 |
|
|
2018
Q3 | $17.7K | Hold |
120
| – | – | ﹤0.01% | 552 |
|
|
2018
Q2 | $16.8K | Hold |
120
| – | – | ﹤0.01% | 550 |
|
|
2018
Q1 | $17.8K | Buy |
+120
| New | +$17.8K | ﹤0.01% | 547 |
|