Burt Wealth Advisors’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $520K | Hold |
1,059
| – | – | 0.13% | 67 |
|
|
2025
Q2 | $565K | Hold |
1,059
| – | – | 0.13% | 65 |
|
|
2025
Q1 | $513K | Sell |
1,059
-2
| -0.2% | -$1.05K | 0.13% | 61 |
|
|
2024
Q4 | $565K | Sell |
1,061
-50
| -5% | -$26.7K | 0.14% | 59 |
|
|
2024
Q3 | $522K | Hold |
1,111
| – | – | 0.13% | 63 |
|
|
2024
Q2 | $475K | Hold |
1,111
| – | – | 0.13% | 62 |
|
|
2024
Q1 | $487K | Hold |
1,111
| – | – | 0.12% | 66 |
|
|
2023
Q4 | $422K | Hold |
1,111
| – | – | 0.12% | 67 |
|
|
2023
Q3 | $366K | Hold |
1,111
| – | – | 0.11% | 65 |
|
|
2023
Q2 | $369K | Hold |
1,111
| – | – | 0.11% | 70 |
|
|
2023
Q1 | $341K | Buy |
1,111
+169
| +18% | +$55.4K | 0.11% | 73 |
|
|
2022
Q4 | $293K | Buy |
+942
| New | +$287K | 0.1% | 82 |
|
|
2021
Q1 | – | Sell |
-386
| Closed | -$75K | – | 103 |
|
|
2020
Q4 | $75K | Hold |
386
| – | – | 0.03% | 152 |
|
|
2020
Q3 | $59K | Hold |
386
| – | – | 0.02% | 161 |
|
|
2020
Q2 | $58K | Hold |
386
| – | – | 0.02% | 170 |
|
|
2020
Q1 | $40K | Hold |
386
| – | – | 0.02% | 179 |
|
|
2019
Q4 | $64K | Hold |
386
| – | – | 0.03% | 157 |
|
|
2019
Q3 | $57K | Hold |
386
| – | – | 0.02% | 163 |
|
|
2019
Q2 | $56K | Hold |
386
| – | – | 0.02% | 159 |
|
|
2019
Q1 | $49K | Hold |
386
| – | – | 0.02% | 177 |
|
|
2018
Q4 | $40K | Hold |
386
| – | – | 0.02% | 185 |
|
|
2018
Q3 | $57K | Hold |
386
| – | – | 0.03% | 176 |
|
|
2018
Q2 | $54K | Hold |
386
| – | – | 0.03% | 170 |
|
|
2018
Q1 | $57K | Hold |
386
| – | – | 0.03% | 166 |
|
|
2017
Q4 | $65K | Buy |
386
+240
| +164% | +$38.5K | 0.04% | 159 |
|
|
2017
Q3 | $22K | Hold |
146
| – | – | 0.01% | 225 |
|
|
2017
Q2 | $18K | Hold |
146
| – | – | 0.01% | 255 |
|
|
2017
Q1 | $19K | Hold |
146
| – | – | 0.01% | 225 |
|
|
2016
Q4 | $16K | Hold |
146
| – | – | 0.01% | 248 |
|
|
2016
Q3 | $14K | Hold |
146
| – | – | 0.01% | 241 |
|
|
2016
Q2 | $13K | Hold |
146
| – | – | 0.01% | 248 |
|
|
2016
Q1 | $14K | Hold |
146
| – | – | 0.01% | 287 |
|
|
2015
Q4 | $15K | Hold |
146
| – | – | 0.01% | 236 |
|
|
2015
Q3 | $15K | Hold |
146
| – | – | 0.02% | 205 |
|
|
2015
Q2 | $18K | Hold |
146
| – | – | 0.02% | 212 |
|
|
2015
Q1 | $19K | Hold |
146
| – | – | 0.02% | 195 |
|
|
2014
Q4 | $19K | Buy |
+146
| New | +$18.5K | 0.02% | 192 |
|
Other funds holding AMP
Burt Wealth Advisors's AMP Position: Q3 2025 in Review
Burt Wealth Advisors held its Ameriprise Financial (AMP) position steady in Q3 2025 at 1,059 shares worth $520K. The position accounts for 0.13% of the portfolio, ranked #67.
Burt Wealth Advisors first reported a position in AMP in Q4 2014 and has held it in 37 quarters since. The position peaked at $565K in Q2 2025. 1,363 funds tracked by Wall St. Rank hold AMP as of Q3 2025.
- Burt Wealth Advisors held 1,059 shares of Ameriprise Financial worth $520K as of Q3 2025.
- Burt Wealth Advisors left its Ameriprise Financial share count unchanged in Q3 2025.
- Ameriprise Financial made up 0.13% of Burt Wealth Advisors's portfolio in Q3 2025, its #67 holding.
- Burt Wealth Advisors first reported a position in Ameriprise Financial in Q4 2014 and has held it in 37 quarters since.
- Burt Wealth Advisors's Ameriprise Financial position peaked at $565K in Q2 2025.
- 1,363 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2025.
Based on Burt Wealth Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.