Belpointe Asset 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 | $779K | Sell |
1,460
-128
| -8% | -$68.3K | 0.03% | 432 |
|
|
2025
Q1 | $769K | Sell |
1,588
-162
| -9% | -$78.5K | 0.04% | 414 |
|
|
2024
Q4 | $787K | Sell |
1,750
-405
| -19% | -$182K | 0.05% | 387 |
|
|
2024
Q3 | $1.01M | Buy |
2,155
+87
| +4% | +$40.9K | 0.06% | 313 |
|
|
2024
Q2 | $884K | Buy |
2,068
+282
| +16% | +$120K | 0.06% | 306 |
|
|
2024
Q1 | $783K | Buy |
1,786
+463
| +35% | +$203K | 0.06% | 333 |
|
|
2023
Q4 | $503K | Buy |
1,323
+22
| +2% | +$8.36K | 0.04% | 367 |
|
|
2023
Q3 | $429K | Sell |
1,301
-184
| -12% | -$60.7K | 0.04% | 375 |
|
|
2023
Q2 | $494K | Sell |
1,485
-501
| -25% | -$167K | 0.05% | 314 |
|
|
2023
Q1 | $609K | Buy |
1,986
+230
| +13% | +$70.5K | 0.03% | 481 |
|
|
2022
Q4 | $547K | Sell |
1,756
-1,658
| -49% | -$516K | 0.03% | 500 |
|
|
2022
Q3 | $860K | Buy |
3,414
+1,624
| +91% | +$409K | 0.06% | 338 |
|
|
2022
Q2 | $425K | Sell |
1,790
-61
| -3% | -$14.5K | 0.03% | 555 |
|
|
2022
Q1 | $556K | Buy |
1,851
+327
| +21% | +$98.2K | 0.03% | 509 |
|
|
2021
Q4 | $460K | Buy |
1,524
+94
| +7% | +$28.4K | 0.03% | 543 |
|
|
2021
Q3 | $378K | Buy |
1,430
+947
| +196% | +$250K | 0.03% | 598 |
|
|
2021
Q2 | $120K | Sell |
483
-100
| -17% | -$24.8K | 0.01% | 1051 |
|
|
2021
Q1 | $136K | Sell |
583
-2
| -0.3% | -$467 | 0.01% | 891 |
|
|
2020
Q4 | $114K | Buy |
+585
| New | +$114K | 0.01% | 907 |
|
|
2020
Q3 | – | Sell |
-3,922
| Closed | -$589K | – | 776 |
|
|
2020
Q2 | $589K | Buy |
+3,922
| New | +$589K | 0.08% | 265 |
|
|
2020
Q1 | – | Sell |
-4,604
| Closed | -$766K | – | 626 |
|
|
2019
Q4 | $766K | Buy |
4,604
+404
| +10% | +$67.2K | 0.1% | 221 |
|
|
2019
Q3 | $618K | Buy |
4,200
+3,063
| +269% | +$451K | 0.1% | 222 |
|
|
2019
Q2 | $165K | Sell |
1,137
-103
| -8% | -$14.9K | 0.03% | 460 |
|
|
2019
Q1 | $159K | Buy |
1,240
+282
| +29% | +$36.2K | 0.03% | 346 |
|
|
2018
Q4 | $100K | Buy |
958
+37
| +4% | +$3.86K | 0.03% | 494 |
|
|
2018
Q3 | $136K | Buy |
+921
| New | +$136K | 0.02% | 558 |
|
|
2018
Q2 | – | Sell |
-3,148
| Closed | -$466K | – | 339 |
|
|
2018
Q1 | $466K | Buy |
3,148
+29
| +0.9% | +$4.29K | 0.14% | 177 |
|
|
2017
Q4 | $529K | Buy |
+3,119
| New | +$529K | 0.12% | 206 |
|