IAS
IMA Advisory Services’s Ameriprise Financial AMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.8M | Sell |
5,251
-15
| -0.3% | -$8.01K | 0.3% | 65 |
|
|
2025
Q1 | $2.55M | Sell |
5,266
-468
| -8% | -$227K | 0.3% | 63 |
|
|
2024
Q4 | $3.05M | Sell |
5,734
-168
| -3% | -$89.4K | 0.37% | 60 |
|
|
2024
Q3 | $2.77M | Sell |
5,902
-18
| -0.3% | -$8.46K | 0.6% | 47 |
|
|
2024
Q2 | $2.53M | Sell |
5,920
-97
| -2% | -$41.4K | 1.12% | 30 |
|
|
2024
Q1 | $2.64M | Sell |
6,017
-1,643
| -21% | -$720K | 1.25% | 27 |
|
|
2023
Q4 | $2.91M | Sell |
7,660
-933
| -11% | -$354K | 1.46% | 23 |
|
|
2023
Q3 | $2.83M | Sell |
8,593
-233
| -3% | -$76.8K | 0.73% | 45 |
|
|
2023
Q2 | $2.93M | Sell |
8,826
-107
| -1% | -$35.5K | 0.75% | 45 |
|
|
2023
Q1 | $2.74M | Sell |
8,933
-145
| -2% | -$44.4K | 0.71% | 43 |
|
|
2022
Q4 | $2.83M | Sell |
9,078
-1,216
| -12% | -$379K | 0.75% | 38 |
|
|
2022
Q3 | $2.59M | Sell |
10,294
-226
| -2% | -$57K | 0.7% | 43 |
|
|
2022
Q2 | $2.5M | Sell |
10,520
-64
| -0.6% | -$15.2K | 0.61% | 50 |
|
|
2022
Q1 | $3.18M | Sell |
10,584
-1,604
| -13% | -$482K | 0.73% | 38 |
|
|
2021
Q4 | $3.68M | Sell |
12,188
-163
| -1% | -$49.2K | 0.81% | 34 |
|
|
2021
Q3 | $3.26M | Buy |
12,351
+1,288
| +12% | +$340K | 0.77% | 37 |
|
|
2021
Q2 | $2.75M | Sell |
11,063
-721
| -6% | -$179K | 0.64% | 53 |
|
|
2021
Q1 | $2.74M | Buy |
11,784
+10,999
| +1,401% | +$2.56M | 0.67% | 57 |
|
|
2020
Q4 | $153K | Hold |
785
| – | – | 0.04% | 120 |
|
|
2020
Q3 | $121K | Hold |
785
| – | – | 0.04% | 129 |
|
|
2020
Q2 | $118K | Hold |
785
| – | – | 0.04% | 126 |
|
|
2020
Q1 | $80K | Hold |
785
| – | – | 0.04% | 133 |
|
|
2019
Q4 | $131K | Hold |
785
| – | – | 0.05% | 117 |
|
|
2019
Q3 | $115K | Hold |
785
| – | – | 0.04% | 124 |
|
|
2019
Q2 | $114K | Hold |
785
| – | – | 0.04% | 125 |
|
|
2019
Q1 | $101K | Hold |
785
| – | – | 0.04% | 131 |
|
|
2018
Q4 | $82K | Hold |
785
| – | – | 0.04% | 139 |
|
|
2018
Q3 | $116K | Hold |
785
| – | – | 0.05% | 127 |
|
|
2018
Q2 | $110K | Buy |
+785
| New | +$110K | 0.05% | 132 |
|