FMWA
Forvis Mazars Wealth Advisors’s Ameriprise Financial AMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.41M | Sell |
4,515
-92
| -2% | -$49.1K | 0.05% | 141 |
|
|
2025
Q1 | $2.23M | Sell |
4,607
-241
| -5% | -$117K | 0.05% | 142 |
|
|
2024
Q4 | $2.58M | Sell |
4,848
-158
| -3% | -$84.1K | 0.06% | 139 |
|
|
2024
Q3 | $2.35M | Sell |
5,006
-39
| -0.8% | -$18.3K | 0.05% | 154 |
|
|
2024
Q2 | $2.16M | Sell |
5,045
-172
| -3% | -$73.5K | 0.05% | 154 |
|
|
2024
Q1 | $2.29M | Sell |
5,217
-93
| -2% | -$40.8K | 0.06% | 151 |
|
|
2023
Q4 | $2.02M | Sell |
5,310
-445
| -8% | -$169K | 0.06% | 155 |
|
|
2023
Q3 | $1.9M | Sell |
5,755
-4,327
| -43% | -$1.43M | 0.06% | 150 |
|
|
2023
Q2 | $3.35M | Buy |
10,082
+4,518
| +81% | +$1.5M | 0.1% | 126 |
|
|
2023
Q1 | $1.71M | Buy |
5,564
+279
| +5% | +$85.5K | 0.06% | 162 |
|
|
2022
Q4 | $1.65M | Sell |
5,285
-29
| -0.5% | -$9.03K | 0.06% | 161 |
|
|
2022
Q3 | $1.34M | Buy |
5,314
+165
| +3% | +$41.6K | 0.05% | 172 |
|
|
2022
Q2 | $1.22M | Sell |
5,149
-87
| -2% | -$20.7K | 0.05% | 171 |
|
|
2022
Q1 | $1.57M | Buy |
5,236
+489
| +10% | +$147K | 0.07% | 123 |
|
|
2021
Q4 | $1.43M | Sell |
4,747
-37
| -0.8% | -$11.2K | 0.06% | 122 |
|
|
2021
Q3 | $1.26M | Buy |
4,784
+146
| +3% | +$38.5K | 0.06% | 124 |
|
|
2021
Q2 | $1.15M | Buy |
4,638
+100
| +2% | +$24.9K | 0.05% | 124 |
|
|
2021
Q1 | $1.06M | Sell |
4,538
-304
| -6% | -$70.7K | 0.05% | 132 |
|
|
2020
Q4 | $941K | Buy |
4,842
+625
| +15% | +$121K | 0.05% | 155 |
|
|
2020
Q3 | $650K | Sell |
4,217
-154
| -4% | -$23.7K | 0.04% | 173 |
|
|
2020
Q2 | $656K | Buy |
4,371
+1,131
| +35% | +$170K | 0.04% | 165 |
|
|
2020
Q1 | $332K | Buy |
+3,240
| New | +$332K | 0.03% | 214 |
|
|
2018
Q4 | – | Sell |
-1,427
| Closed | -$211K | – | 223 |
|
|
2018
Q3 | $211K | Sell |
1,427
-4
| -0.3% | -$591 | 0.02% | 219 |
|
|
2018
Q2 | $200K | Buy |
1,431
+11
| +0.8% | +$1.54K | 0.02% | 227 |
|
|
2018
Q1 | $210K | Buy |
+1,420
| New | +$210K | 0.02% | 224 |
|
|
2016
Q4 | – | Sell |
-3,248
| Closed | -$324K | – | 203 |
|
|
2016
Q3 | $324K | Buy |
3,248
+255
| +9% | +$25.4K | 0.05% | 139 |
|
|
2016
Q2 | $269K | Buy |
2,993
+700
| +31% | +$62.9K | 0.04% | 151 |
|
|
2016
Q1 | $216K | Sell |
2,293
-79
| -3% | -$7.44K | 0.03% | 178 |
|
|
2015
Q4 | $252K | Buy |
2,372
+52
| +2% | +$5.52K | 0.04% | 161 |
|
|
2015
Q3 | $253K | Buy |
+2,320
| New | +$253K | 0.04% | 154 |
|