EWM
Evercore Wealth Management’s Ameriprise Financial AMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $544K | Sell |
1,020
-40
| -4% | -$21.3K | 0.01% | 274 |
|
|
2025
Q1 | $513K | Sell |
1,060
-5
| -0.5% | -$2.42K | 0.01% | 269 |
|
|
2024
Q4 | $567K | Hold |
1,065
| – | – | 0.01% | 259 |
|
|
2024
Q3 | $500K | Hold |
1,065
| – | – | 0.01% | 280 |
|
|
2024
Q2 | $455K | Sell |
1,065
-14
| -1% | -$5.98K | 0.01% | 286 |
|
|
2024
Q1 | $473K | Sell |
1,079
-9
| -0.8% | -$3.95K | 0.01% | 287 |
|
|
2023
Q4 | $413K | Buy |
1,088
+6
| +0.6% | +$2.28K | 0.01% | 300 |
|
|
2023
Q3 | $357K | Sell |
1,082
-56
| -5% | -$18.5K | 0.01% | 300 |
|
|
2023
Q2 | $378K | Buy |
1,138
+184
| +19% | +$61.1K | 0.01% | 305 |
|
|
2023
Q1 | $292K | Buy |
954
+11
| +1% | +$3.37K | 0.01% | 329 |
|
|
2022
Q4 | $294K | Buy |
943
+12
| +1% | +$3.74K | 0.01% | 322 |
|
|
2022
Q3 | $234K | Buy |
931
+70
| +8% | +$17.6K | 0.01% | 350 |
|
|
2022
Q2 | $205K | Sell |
861
-20
| -2% | -$4.76K | ﹤0.01% | 377 |
|
|
2022
Q1 | $265K | Sell |
881
-21
| -2% | -$6.32K | ﹤0.01% | 375 |
|
|
2021
Q4 | $272K | Hold |
902
| – | – | ﹤0.01% | 376 |
|
|
2021
Q3 | $239K | Sell |
902
-95
| -10% | -$25.2K | ﹤0.01% | 391 |
|
|
2021
Q2 | $248K | Sell |
997
-63
| -6% | -$15.7K | ﹤0.01% | 394 |
|
|
2021
Q1 | $246K | Sell |
1,060
-94
| -8% | -$21.8K | ﹤0.01% | 397 |
|
|
2020
Q4 | $224K | Sell |
1,154
-156
| -12% | -$30.3K | ﹤0.01% | 395 |
|
|
2020
Q3 | $201K | Buy |
+1,310
| New | +$201K | ﹤0.01% | 368 |
|
|
2020
Q1 | – | Sell |
-1,359
| Closed | -$227K | – | 362 |
|
|
2019
Q4 | $227K | Sell |
1,359
-22
| -2% | -$3.68K | 0.01% | 369 |
|
|
2019
Q3 | $203K | Sell |
1,381
-228
| -14% | -$33.5K | 0.01% | 393 |
|
|
2019
Q2 | $233K | Sell |
1,609
-589
| -27% | -$85.3K | 0.01% | 376 |
|
|
2019
Q1 | $282K | Buy |
+2,198
| New | +$282K | 0.01% | 340 |
|
|
2018
Q4 | – | Sell |
-1,727
| Closed | -$255K | – | 372 |
|
|
2018
Q3 | $255K | Buy |
1,727
+202
| +13% | +$29.8K | 0.01% | 362 |
|
|
2018
Q2 | $214K | Sell |
1,525
-3,134
| -67% | -$440K | 0.01% | 379 |
|
|
2018
Q1 | $690K | Hold |
4,659
| – | – | 0.03% | 211 |
|
|
2017
Q4 | $790K | Hold |
4,659
| – | – | 0.03% | 209 |
|
|
2017
Q3 | $692K | Sell |
4,659
-15
| -0.3% | -$2.23K | 0.03% | 215 |
|
|
2017
Q2 | $595K | Sell |
4,674
-221
| -5% | -$28.1K | 0.02% | 235 |
|
|
2017
Q1 | $635K | Sell |
4,895
-16
| -0.3% | -$2.08K | 0.02% | 231 |
|
|
2016
Q4 | $545K | Sell |
4,911
-873
| -15% | -$96.9K | 0.02% | 247 |
|
|
2016
Q3 | $577K | Buy |
5,784
+560
| +11% | +$55.9K | 0.02% | 237 |
|
|
2016
Q2 | $470K | Buy |
5,224
+251
| +5% | +$22.6K | 0.02% | 246 |
|
|
2016
Q1 | $468K | Hold |
4,973
| – | – | 0.02% | 251 |
|
|
2015
Q4 | $529K | Buy |
4,973
+679
| +16% | +$72.2K | 0.02% | 247 |
|
|
2015
Q3 | $468K | Sell |
4,294
-7
| -0.2% | -$763 | 0.02% | 262 |
|
|
2015
Q2 | $537K | Hold |
4,301
| – | – | 0.02% | 263 |
|
|
2015
Q1 | $565K | Sell |
4,301
-2,493
| -37% | -$327K | 0.03% | 256 |
|
|
2014
Q4 | $899K | Hold |
6,794
| – | – | 0.04% | 179 |
|
|
2014
Q3 | $838K | Buy |
6,794
+54
| +0.8% | +$6.66K | 0.04% | 199 |
|
|
2014
Q2 | $808K | Buy |
6,740
+303
| +5% | +$36.3K | 0.04% | 211 |
|
|
2014
Q1 | $709K | Buy |
6,437
+45
| +0.7% | +$4.96K | 0.04% | 214 |
|
|
2013
Q4 | $735K | Sell |
6,392
-764
| -11% | -$87.9K | 0.04% | 220 |
|
|
2013
Q3 | $651K | Buy |
7,156
+201
| +3% | +$18.3K | 0.04% | 254 |
|
|
2013
Q2 | $562K | Buy |
+6,955
| New | +$562K | 0.03% | 263 |
|