Gradient Investments’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-27,280
| Closed | -$12.8M | – | 300 |
|
|
2024
Q3 | $12.8M | Sell |
27,280
-10,042
| -27% | -$4.36M | 0.27% | 121 |
|
|
2024
Q2 | $15.9M | Sell |
37,322
-2,167
| -5% | -$926K | 0.36% | 92 |
|
|
2024
Q1 | $17.3M | Sell |
39,489
-5,836
| -13% | -$2.34M | 0.4% | 76 |
|
|
2023
Q4 | $17.2M | Sell |
45,325
-4,569
| -9% | -$1.57M | 0.42% | 77 |
|
|
2023
Q3 | $16.4M | Sell |
49,894
-1,307
| -3% | -$446K | 0.43% | 68 |
|
|
2023
Q2 | $17M | Buy |
51,201
+1,514
| +3% | +$465K | 0.44% | 68 |
|
|
2023
Q1 | $15.2M | Buy |
49,687
+2,953
| +6% | +$967K | 0.42% | 81 |
|
|
2022
Q4 | $14.6M | Sell |
46,734
-2,647
| -5% | -$807K | 0.46% | 68 |
|
|
2022
Q3 | $12.4M | Buy |
49,381
+2,439
| +5% | +$642K | 0.38% | 77 |
|
|
2022
Q2 | $11.2M | Buy |
46,942
+2,999
| +7% | +$803K | 0.33% | 90 |
|
|
2022
Q1 | $13.2M | Buy |
43,943
+1,332
| +3% | +$403K | 0.34% | 88 |
|
|
2021
Q4 | $12.9M | Sell |
42,611
-3,438
| -7% | -$1.02M | 0.33% | 93 |
|
|
2021
Q3 | $12.2M | Sell |
46,049
-2,016
| -4% | -$527K | 0.34% | 76 |
|
|
2021
Q2 | $12M | Buy |
48,065
+693
| +1% | +$175K | 0.35% | 75 |
|
|
2021
Q1 | $11M | Sell |
47,372
-11,351
| -19% | -$2.45M | 0.36% | 71 |
|
|
2020
Q4 | $9.05M | Sell |
58,723
-778
| -1% | -$139K | 0.38% | 74 |
|
|
2020
Q3 | $9.17M | Sell |
59,501
-10,385
| -15% | -$1.6M | 0.39% | 74 |
|
|
2020
Q2 | $10.5M | Buy |
69,886
+5,380
| +8% | +$690K | 0.48% | 57 |
|
|
2020
Q1 | $6.61M | Buy |
64,506
+4,496
| +7% | +$666K | 0.36% | 80 |
|
|
2019
Q4 | $10M | Sell |
60,010
-2,882
| -5% | -$447K | 0.45% | 67 |
|
|
2019
Q3 | $9.25M | Buy |
62,892
+2,131
| +4% | +$299K | 0.45% | 65 |
|
|
2019
Q2 | $8.82M | Buy |
60,761
+4,042
| +7% | +$584K | 0.45% | 63 |
|
|
2019
Q1 | $7.27M | Sell |
56,719
-9,456
| -14% | -$1.17M | 0.47% | 66 |
|
|
2018
Q4 | $6.91M | Buy |
66,175
+3,495
| +6% | +$439K | 0.41% | 74 |
|
|
2018
Q3 | $9.26M | Buy |
62,680
+62,610
| +89,443% | +$8.96M | 0.47% | 52 |
|
|
2018
Q2 | $10K | Hold |
70
| – | – | ﹤0.01% | 606 |
|
|
2018
Q1 | $10K | Sell |
70
-3
| -4% | -$489 | ﹤0.01% | 623 |
|
|
2017
Q4 | $12K | Buy |
+73
| New | +$11.7K | ﹤0.01% | 554 |
|
|
2017
Q3 | – | Sell |
-112
| Closed | -$14K | – | 255 |
|
|
2017
Q2 | $14K | Hold |
112
| – | – | ﹤0.01% | 433 |
|
|
2017
Q1 | $15K | Sell |
112
-157
| -58% | -$19.4K | ﹤0.01% | 444 |
|
|
2016
Q4 | $30K | Sell |
269
-49,190
| -99% | -$5.19M | ﹤0.01% | 313 |
|
|
2016
Q3 | $4.93M | Buy |
49,459
+3,192
| +7% | +$309K | 0.48% | 46 |
|
|
2016
Q2 | $4.16M | Buy |
46,267
+3,190
| +7% | +$308K | 0.45% | 65 |
|
|
2016
Q1 | $4.05M | Buy |
+43,077
| New | +$3.86M | 0.5% | 45 |
|
|
2015
Q4 | – | Sell |
-1
| Closed | – | – | 670 |
|
|
2015
Q3 | $0 | Buy |
+1
| New | +$118 | ﹤0.01% | 589 |
|
Other funds holding AMP
