HM Payson & Co’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.31M | Buy |
2,696
+163
| +6% | +$78.9K | 0.02% | 185 |
|
|
2024
Q4 | $1.35M | Sell |
2,533
-37
| -1% | -$19.7K | 0.02% | 182 |
|
|
2024
Q3 | $1.21M | Sell |
2,570
-100
| -4% | -$47K | 0.02% | 200 |
|
|
2024
Q2 | $1.14M | Buy |
2,670
+7
| +0.3% | +$2.99K | 0.02% | 196 |
|
|
2024
Q1 | $1.17M | Sell |
2,663
-88
| -3% | -$38.6K | 0.02% | 197 |
|
|
2023
Q4 | $1.04M | Hold |
2,751
| – | – | 0.02% | 200 |
|
|
2023
Q3 | $907K | Buy |
2,751
+90
| +3% | +$29.7K | 0.02% | 206 |
|
|
2023
Q2 | $884K | Hold |
2,661
| – | – | 0.02% | 205 |
|
|
2023
Q1 | $816K | Hold |
2,661
| – | – | 0.02% | 209 |
|
|
2022
Q4 | $829K | Sell |
2,661
-542
| -17% | -$169K | 0.02% | 199 |
|
|
2022
Q3 | $807K | Sell |
3,203
-20
| -0.6% | -$5.04K | 0.02% | 200 |
|
|
2022
Q2 | $766K | Sell |
3,223
-117
| -4% | -$27.8K | 0.02% | 211 |
|
|
2022
Q1 | $1M | Buy |
3,340
+5
| +0.1% | +$1.5K | 0.02% | 207 |
|
|
2021
Q4 | $1.01M | Hold |
3,335
| – | – | 0.02% | 212 |
|
|
2021
Q3 | $881K | Sell |
3,335
-50
| -1% | -$13.2K | 0.02% | 218 |
|
|
2021
Q2 | $842K | Hold |
3,385
| – | – | 0.02% | 223 |
|
|
2021
Q1 | $787K | Buy |
3,385
+8
| +0.2% | +$1.86K | 0.02% | 227 |
|
|
2020
Q4 | $656K | Sell |
3,377
-327
| -9% | -$63.5K | 0.02% | 243 |
|
|
2020
Q3 | $571K | Hold |
3,704
| – | – | 0.02% | 239 |
|
|
2020
Q2 | $556K | Sell |
3,704
-150
| -4% | -$22.5K | 0.02% | 224 |
|
|
2020
Q1 | $395K | Sell |
3,854
-170
| -4% | -$17.4K | 0.02% | 239 |
|
|
2019
Q4 | $670K | Buy |
4,024
+150
| +4% | +$25K | 0.02% | 238 |
|
|
2019
Q3 | $570K | Hold |
3,874
| – | – | 0.02% | 247 |
|
|
2019
Q2 | $562K | Buy |
+3,874
| New | +$562K | 0.02% | 256 |
|
|
2018
Q4 | – | Sell |
-4,047
| Closed | -$598K | – | 161 |
|
|
2018
Q3 | $598K | Buy |
+4,047
| New | +$598K | 0.03% | 213 |
|
|
2018
Q2 | – | Sell |
-2,073
| Closed | -$307K | – | 352 |
|
|
2018
Q1 | $307K | Buy |
2,073
+42
| +2% | +$6.22K | 0.01% | 268 |
|
|
2017
Q4 | $344K | Hold |
2,031
| – | – | 0.01% | 270 |
|
|
2017
Q3 | $302K | Sell |
2,031
-100
| -5% | -$14.9K | 0.01% | 270 |
|
|
2017
Q2 | $271K | Hold |
2,131
| – | – | 0.01% | 286 |
|
|
2017
Q1 | $276K | Sell |
2,131
-80
| -4% | -$10.4K | 0.01% | 283 |
|
|
2016
Q4 | $245K | Hold |
2,211
| – | – | 0.01% | 292 |
|
|
2016
Q3 | $221K | Buy |
+2,211
| New | +$221K | 0.01% | 296 |
|
|
2016
Q2 | – | Sell |
-2,211
| Closed | -$208K | – | 326 |
|
|
2016
Q1 | $208K | Sell |
2,211
-160
| -7% | -$15.1K | 0.01% | 301 |
|
|
2015
Q4 | $252K | Hold |
2,371
| – | – | 0.01% | 278 |
|
|
2015
Q3 | $259K | Hold |
2,371
| – | – | 0.01% | 261 |
|
|
2015
Q2 | $296K | Hold |
2,371
| – | – | 0.01% | 260 |
|
|
2015
Q1 | $310K | Buy |
2,371
+133
| +6% | +$17.4K | 0.02% | 250 |
|
|
2014
Q4 | $296K | Hold |
2,238
| – | – | 0.01% | 253 |
|
|
2014
Q3 | $276K | Hold |
2,238
| – | – | 0.01% | 256 |
|
|
2014
Q2 | $269K | Sell |
2,238
-200
| -8% | -$24K | 0.01% | 254 |
|
|
2014
Q1 | $268K | Sell |
2,438
-55
| -2% | -$6.05K | 0.01% | 251 |
|
|
2013
Q4 | $287K | Hold |
2,493
| – | – | 0.02% | 245 |
|
|
2013
Q3 | $227K | Sell |
2,493
-52
| -2% | -$4.74K | 0.01% | 266 |
|
|
2013
Q2 | $206K | Buy |
+2,545
| New | +$206K | 0.01% | 268 |
|