Chesley Taft & Associates’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 | $4.58M | Sell |
8,574
-38
| -0.4% | -$20.3K | 0.2% | 94 |
|
|
2025
Q1 | $4.17M | Sell |
8,612
-546
| -6% | -$264K | 0.2% | 97 |
|
|
2024
Q4 | $4.88M | Buy |
9,158
+2,992
| +49% | +$1.59M | 0.23% | 88 |
|
|
2024
Q3 | $2.9M | Sell |
6,166
-396
| -6% | -$186K | 0.14% | 112 |
|
|
2024
Q2 | $2.8M | Sell |
6,562
-65
| -1% | -$27.8K | 0.14% | 111 |
|
|
2024
Q1 | $2.91M | Sell |
6,627
-3
| -0% | -$1.32K | 0.15% | 114 |
|
|
2023
Q4 | $2.52M | Sell |
6,630
-74
| -1% | -$28.1K | 0.14% | 119 |
|
|
2023
Q3 | $2.21M | Sell |
6,704
-9
| -0.1% | -$2.97K | 0.14% | 120 |
|
|
2023
Q2 | $2.23M | Sell |
6,713
-83
| -1% | -$27.6K | 0.14% | 126 |
|
|
2023
Q1 | $2.08M | Sell |
6,796
-85
| -1% | -$26.1K | 0.14% | 130 |
|
|
2022
Q4 | $2.14M | Hold |
6,881
| – | – | 0.15% | 129 |
|
|
2022
Q3 | $1.73M | Hold |
6,881
| – | – | 0.13% | 132 |
|
|
2022
Q2 | $1.64M | Sell |
6,881
-45
| -0.6% | -$10.7K | 0.11% | 136 |
|
|
2022
Q1 | $1.99M | Sell |
6,926
-50
| -0.7% | -$14.4K | 0.12% | 134 |
|
|
2021
Q4 | $2.1M | Sell |
6,976
-27
| -0.4% | -$8.14K | 0.11% | 137 |
|
|
2021
Q3 | $1.85M | Hold |
7,003
| – | – | 0.11% | 137 |
|
|
2021
Q2 | $1.74M | Sell |
7,003
-40
| -0.6% | -$9.96K | 0.1% | 144 |
|
|
2021
Q1 | $1.68M | Hold |
7,043
| – | – | 0.1% | 144 |
|
|
2020
Q4 | $1.37M | Hold |
7,043
| – | – | 0.09% | 149 |
|
|
2020
Q3 | $1.09M | Buy |
7,043
+440
| +7% | +$67.8K | 0.08% | 156 |
|
|
2020
Q2 | $991K | Buy |
+6,603
| New | +$991K | 0.08% | 158 |
|