CIM
Contravisory Investment Management’s Ameriprise Financial AMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $591K | Sell |
1,107
-4
| -0.4% | -$2.14K | 0.12% | 119 |
|
|
2025
Q1 | $538K | Sell |
1,111
-14
| -1% | -$6.78K | 0.11% | 133 |
|
|
2024
Q4 | $599K | Hold |
1,125
| – | – | 0.13% | 107 |
|
|
2024
Q3 | $529K | Sell |
1,125
-16
| -1% | -$7.52K | 0.11% | 124 |
|
|
2024
Q2 | $487K | Sell |
1,141
-1
| -0.1% | -$427 | 0.11% | 124 |
|
|
2024
Q1 | $501K | Sell |
1,142
-4
| -0.3% | -$1.75K | 0.11% | 126 |
|
|
2023
Q4 | $435K | Buy |
+1,146
| New | +$435K | 0.11% | 138 |
|
|
2020
Q2 | – | Sell |
-22
| Closed | -$2K | – | 255 |
|
|
2020
Q1 | $2K | Buy |
+22
| New | +$2K | ﹤0.01% | 268 |
|
|
2018
Q2 | – | Sell |
-36,102
| Closed | -$5.34M | – | 327 |
|
|
2018
Q1 | $5.34M | Sell |
36,102
-634
| -2% | -$93.8K | 1.97% | 16 |
|
|
2017
Q4 | $6.23M | Sell |
36,736
-6,485
| -15% | -$1.1M | 2.26% | 10 |
|
|
2017
Q3 | $6.42M | Sell |
43,221
-2,248
| -5% | -$334K | 2.29% | 12 |
|
|
2017
Q2 | $5.79M | Sell |
45,469
-861
| -2% | -$110K | 2.09% | 19 |
|
|
2017
Q1 | $6.01M | Buy |
+46,330
| New | +$6.01M | 2.12% | 18 |
|