EP
Edgestream Partners’s Ameriprise Financial AMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.82M | Buy |
10,900
+9,766
| +861% | +$5.21M | 0.16% | 251 |
|
|
2025
Q1 | $549K | Sell |
1,134
-601
| -35% | -$291K | 0.02% | 686 |
|
|
2024
Q4 | $924K | Sell |
1,735
-8,452
| -83% | -$4.5M | 0.04% | 585 |
|
|
2024
Q3 | $4.79M | Buy |
+10,187
| New | +$4.79M | 0.21% | 146 |
|
|
2024
Q1 | – | Sell |
-2,254
| Closed | -$856K | – | 797 |
|
|
2023
Q4 | $856K | Sell |
2,254
-1,153
| -34% | -$438K | 0.06% | 484 |
|
|
2023
Q3 | $1.12M | Sell |
3,407
-7,013
| -67% | -$2.31M | 0.09% | 364 |
|
|
2023
Q2 | $3.46M | Buy |
10,420
+5,716
| +122% | +$1.9M | 0.31% | 54 |
|
|
2023
Q1 | $1.44M | Buy |
+4,704
| New | +$1.44M | 0.16% | 210 |
|
|
2022
Q3 | – | Sell |
-6,392
| Closed | -$1.52M | – | 446 |
|
|
2022
Q2 | $1.52M | Buy |
6,392
+4,987
| +355% | +$1.19M | 0.12% | 253 |
|
|
2022
Q1 | $422K | Buy |
+1,405
| New | +$422K | 0.03% | 443 |
|
|
2021
Q1 | – | Sell |
-38,644
| Closed | -$7.51M | – | 376 |
|
|
2020
Q4 | $7.51M | Sell |
38,644
-11,139
| -22% | -$2.16M | 0.38% | 85 |
|
|
2020
Q3 | $7.67M | Buy |
+49,783
| New | +$7.67M | 0.5% | 65 |
|
|
2019
Q4 | – | Sell |
-18,722
| Closed | -$2.75M | – | 313 |
|
|
2019
Q3 | $2.75M | Buy |
+18,722
| New | +$2.75M | 0.26% | 117 |
|
|
2018
Q3 | – | Sell |
-13,463
| Closed | -$1.88M | – | 257 |
|
|
2018
Q2 | $1.88M | Buy |
13,463
+1,217
| +10% | +$170K | 0.38% | 97 |
|
|
2018
Q1 | $1.81M | Buy |
+12,246
| New | +$1.81M | 0.36% | 96 |
|
|
2015
Q2 | – | Sell |
-5,222
| Closed | -$683K | – | 106 |
|
|
2015
Q1 | $683K | Buy |
5,222
+214
| +4% | +$28K | 0.89% | 31 |
|
|
2014
Q4 | $662K | Sell |
5,008
-8,795
| -64% | -$1.16M | 1.51% | 19 |
|
|
2014
Q3 | $1.7M | Sell |
13,803
-6,279
| -31% | -$775K | 1.49% | 20 |
|
|
2014
Q2 | $2.41M | Buy |
20,082
+6,184
| +44% | +$742K | 1.54% | 19 |
|
|
2014
Q1 | $1.53M | Buy |
13,898
+6,918
| +99% | +$762K | 1.63% | 19 |
|
|
2013
Q4 | $803K | Buy |
+6,980
| New | +$803K | 1.73% | 19 |
|