Beaton Management Company’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 | $486K | Hold |
910
| – | – | 0.24% | 91 |
|
|
2025
Q1 | $441K | Hold |
910
| – | – | 0.23% | 93 |
|
|
2024
Q4 | $485K | Hold |
910
| – | – | 0.24% | 90 |
|
|
2024
Q3 | $428K | Hold |
910
| – | – | 0.22% | 98 |
|
|
2024
Q2 | $389K | Hold |
910
| – | – | 0.21% | 101 |
|
|
2024
Q1 | $399K | Hold |
910
| – | – | 0.22% | 99 |
|
|
2023
Q4 | $346K | Hold |
910
| – | – | 0.21% | 101 |
|
|
2023
Q3 | $300K | Sell |
910
-81
| -8% | -$26.7K | 0.19% | 104 |
|
|
2023
Q2 | $329K | Hold |
991
| – | – | 0.21% | 102 |
|
|
2023
Q1 | $304K | Hold |
991
| – | – | 0.21% | 102 |
|
|
2022
Q4 | $309K | Hold |
991
| – | – | 0.21% | 102 |
|
|
2022
Q3 | $250K | Hold |
991
| – | – | 0.19% | 112 |
|
|
2022
Q2 | $236K | Hold |
991
| – | – | 0.17% | 117 |
|
|
2022
Q1 | $298K | Hold |
991
| – | – | 0.18% | 110 |
|
|
2021
Q4 | $299K | Hold |
991
| – | – | 0.18% | 114 |
|
|
2021
Q3 | $262K | Hold |
991
| – | – | 0.17% | 120 |
|
|
2021
Q2 | $247K | Hold |
991
| – | – | 0.16% | 126 |
|
|
2021
Q1 | $230K | Buy |
+991
| New | +$230K | 0.16% | 125 |
|