Greatmark Investment Partners’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.6M | Buy |
38,625
+777
| +2% | +$415K | 2.59% | 13 |
|
|
2025
Q1 | $18.3M | Buy |
37,848
+607
| +2% | +$294K | 2.5% | 14 |
|
|
2024
Q4 | $19.8M | Sell |
37,241
-1,065
| -3% | -$567K | 2.7% | 13 |
|
|
2024
Q3 | $18M | Buy |
38,306
+514
| +1% | +$241K | 2.44% | 14 |
|
|
2024
Q2 | $16.1M | Buy |
37,792
+207
| +0.6% | +$88.4K | 2.35% | 15 |
|
|
2024
Q1 | $16.5M | Buy |
37,585
+987
| +3% | +$433K | 2.34% | 15 |
|
|
2023
Q4 | $13.9M | Buy |
36,598
+223
| +0.6% | +$84.7K | 2.18% | 17 |
|
|
2023
Q3 | $12M | Sell |
36,375
-785
| -2% | -$259K | 2.12% | 17 |
|
|
2023
Q2 | $12.3M | Buy |
37,160
+4,429
| +14% | +$1.47M | 2.08% | 20 |
|
|
2023
Q1 | $10M | Sell |
32,731
-1,985
| -6% | -$608K | 1.79% | 22 |
|
|
2022
Q4 | $10.8M | Sell |
34,716
-2,075
| -6% | -$646K | 1.98% | 18 |
|
|
2022
Q3 | $9.27M | Buy |
36,791
+1,665
| +5% | +$419K | 1.79% | 21 |
|
|
2022
Q2 | $8.35M | Buy |
35,126
+520
| +2% | +$124K | 1.6% | 22 |
|
|
2022
Q1 | $10.4M | Sell |
34,606
-80
| -0.2% | -$24K | 1.71% | 21 |
|
|
2021
Q4 | $10.5M | Sell |
34,686
-165
| -0.5% | -$49.8K | 1.76% | 21 |
|
|
2021
Q3 | $9.21M | Sell |
34,851
-950
| -3% | -$251K | 1.72% | 22 |
|
|
2021
Q2 | $8.91M | Sell |
35,801
-483
| -1% | -$120K | 1.61% | 24 |
|
|
2021
Q1 | $8.43M | Sell |
36,284
-1,440
| -4% | -$335K | 1.65% | 22 |
|
|
2020
Q4 | $7.33M | Sell |
37,724
-792
| -2% | -$154K | 1.59% | 24 |
|
|
2020
Q3 | $5.94M | Buy |
38,516
+34
| +0.1% | +$5.24K | 1.49% | 22 |
|
|
2020
Q2 | $5.77M | Sell |
38,482
-440
| -1% | -$66K | 1.52% | 23 |
|
|
2020
Q1 | $3.99M | Buy |
38,922
+2,482
| +7% | +$254K | 1.28% | 26 |
|
|
2019
Q4 | $6.07M | Buy |
36,440
+245
| +0.7% | +$40.8K | 1.5% | 23 |
|
|
2019
Q3 | $5.32M | Buy |
36,195
+811
| +2% | +$119K | 1.46% | 23 |
|
|
2019
Q2 | $5.14M | Sell |
35,384
-25
| -0.1% | -$3.63K | 1.53% | 22 |
|
|
2019
Q1 | $4.54M | Buy |
35,409
+1,605
| +5% | +$206K | 1.43% | 24 |
|
|
2018
Q4 | $3.53M | Buy |
33,804
+17,750
| +111% | +$1.85M | 1.26% | 25 |
|
|
2018
Q3 | $2.37M | Buy |
16,054
+1,660
| +12% | +$245K | 0.75% | 37 |
|
|
2018
Q2 | $2.01M | Buy |
14,394
+1,970
| +16% | +$276K | 0.69% | 37 |
|
|
2018
Q1 | $1.84M | Sell |
12,424
-440
| -3% | -$65.1K | 0.67% | 36 |
|
|
2017
Q4 | $2.18M | Sell |
12,864
-1,270
| -9% | -$215K | 0.79% | 35 |
|
|
2017
Q3 | $2.1M | Sell |
14,134
-685
| -5% | -$102K | 0.8% | 35 |
|
|
2017
Q2 | $1.89M | Buy |
14,819
+610
| +4% | +$77.6K | 0.76% | 36 |
|
|
2017
Q1 | $1.84M | Sell |
14,209
-120
| -0.8% | -$15.6K | 0.76% | 38 |
|
|
2016
Q4 | $1.59M | Sell |
14,329
-465
| -3% | -$51.6K | 0.67% | 42 |
|
|
2016
Q3 | $1.48M | Buy |
14,794
+945
| +7% | +$94.3K | 0.64% | 43 |
|
|
2016
Q2 | $1.24M | Buy |
13,849
+4,095
| +42% | +$368K | 0.56% | 46 |
|
|
2016
Q1 | $917K | Buy |
9,754
+6,535
| +203% | +$614K | 0.42% | 49 |
|
|
2015
Q4 | $343K | Sell |
3,219
-375
| -10% | -$40K | 0.15% | 66 |
|
|
2015
Q3 | $392K | Sell |
3,594
-25
| -0.7% | -$2.73K | 0.18% | 62 |
|
|
2015
Q2 | $452K | Hold |
3,619
| – | – | 0.19% | 60 |
|
|
2015
Q1 | $474K | Hold |
3,619
| – | – | 0.2% | 65 |
|
|
2014
Q4 | $479K | Hold |
3,619
| – | – | 0.21% | 62 |
|
|
2014
Q3 | $447K | Sell |
3,619
-420
| -10% | -$51.9K | 0.21% | 59 |
|
|
2014
Q2 | $485K | Hold |
4,039
| – | – | 0.2% | 59 |
|
|
2014
Q1 | $445K | Hold |
4,039
| – | – | 0.2% | 59 |
|
|
2013
Q4 | $465K | Hold |
4,039
| – | – | 0.22% | 56 |
|
|
2013
Q3 | $368K | Hold |
4,039
| – | – | 0.19% | 63 |
|
|
2013
Q2 | $327K | Buy |
+4,039
| New | +$327K | 0.21% | 63 |
|