Evercore Wealth Management’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
Q2 | $544K | Sell |
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|
2025
Q1 | $513K | Sell |
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|
2024
Q4 | $567K | Hold |
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|
2024
Q3 | $500K | Hold |
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|
2024
Q2 | $455K | Sell |
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|
2024
Q1 | $473K | Sell |
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|
2023
Q4 | $413K | Buy |
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|
2023
Q3 | $357K | Sell |
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|
2023
Q2 | $378K | Buy |
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|
2023
Q1 | $292K | Buy |
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|
2022
Q4 | $294K | Buy |
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|
2022
Q3 | $234K | Buy |
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|
2022
Q2 | $205K | Sell |
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|
2022
Q1 | $265K | Sell |
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|
2021
Q4 | $272K | Hold |
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|
2021
Q3 | $239K | Sell |
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|
2021
Q2 | $248K | Sell |
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|
2021
Q1 | $246K | Sell |
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|
2020
Q4 | $224K | Sell |
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|
2020
Q3 | $201K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $227K | Sell |
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|
2019
Q3 | $203K | Sell |
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|
2019
Q2 | $233K | Sell |
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|
2019
Q1 | $282K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $255K | Buy |
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|
2018
Q2 | $214K | Sell |
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|
2018
Q1 | $690K | Hold |
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|
2017
Q4 | $790K | Hold |
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|
2017
Q3 | $692K | Sell |
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|
2017
Q2 | $595K | Sell |
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|
2017
Q1 | $635K | Sell |
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|
2016
Q4 | $545K | Sell |
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|
2016
Q3 | $577K | Buy |
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|
2016
Q2 | $470K | Buy |
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|
2016
Q1 | $468K | Hold |
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|
2015
Q4 | $529K | Buy |
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|
2015
Q3 | $468K | Sell |
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|
2015
Q2 | $537K | Hold |
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|
2015
Q1 | $565K | Sell |
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|
2014
Q4 | $899K | Hold |
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|
2014
Q3 | $838K | Buy |
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|
2014
Q2 | $808K | Buy |
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|
2014
Q1 | $709K | Buy |
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|
2013
Q4 | $735K | Sell |
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|
2013
Q3 | $651K | Buy |
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|
2013
Q2 | $562K | Buy |
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