J.P. Morgan Private Wealth Advisors’s Ameriprise Financial AMP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $11.9M | Sell |
35,952
-356
| -1% | -$117K | 0.03% | 347 |
|
2023
Q2 | $12.1M | Sell |
36,308
-11,415
| -24% | -$3.79M | 0.06% | 209 |
|
2023
Q1 | $14.6M | Sell |
47,723
-1,480
| -3% | -$454K | 0.03% | 358 |
|
2022
Q4 | $15.3M | Sell |
49,203
-7,060
| -13% | -$2.2M | 0.03% | 343 |
|
2022
Q3 | $14.2M | Sell |
56,263
-6,320
| -10% | -$1.59M | 0.04% | 333 |
|
2022
Q2 | $14.9M | Sell |
62,583
-2,388
| -4% | -$568K | 0.04% | 330 |
|
2022
Q1 | $19.5M | Sell |
64,971
-590
| -0.9% | -$177K | 0.04% | 328 |
|
2021
Q4 | $19.8M | Buy |
65,561
+7,854
| +14% | +$2.37M | 0.04% | 314 |
|
2021
Q3 | $15.2M | Buy |
57,707
+2,187
| +4% | +$578K | 0.04% | 358 |
|
2021
Q2 | $13.8M | Buy |
55,520
+12,139
| +28% | +$3.02M | 0.04% | 371 |
|
2021
Q1 | $10.1M | Sell |
43,381
-4,863
| -10% | -$1.13M | 0.03% | 371 |
|
2020
Q4 | $9.38M | Sell |
48,244
-516
| -1% | -$100K | 0.03% | 369 |
|
2020
Q3 | $7.51M | Sell |
48,760
-2,635
| -5% | -$406K | 0.03% | 374 |
|
2020
Q2 | $7.71M | Sell |
51,395
-37,135
| -42% | -$5.57M | 0.04% | 318 |
|
2020
Q1 | $9.07M | Sell |
88,530
-20,891
| -19% | -$2.14M | 0.05% | 273 |
|
2019
Q4 | $18.2M | Sell |
109,421
-9,775
| -8% | -$1.63M | 0.08% | 213 |
|
2019
Q3 | $17.5M | Buy |
119,196
+764
| +0.6% | +$112K | 0.09% | 205 |
|
2019
Q2 | $17.2M | Buy |
118,432
+1,041
| +0.9% | +$151K | 0.09% | 203 |
|
2019
Q1 | $15M | Buy |
117,391
+25,335
| +28% | +$3.25M | 0.08% | 229 |
|
2018
Q4 | $9.61M | Buy |
92,056
+18,940
| +26% | +$1.98M | 0.06% | 263 |
|
2018
Q3 | $10.8M | Sell |
73,116
-24,338
| -25% | -$3.59M | 0.05% | 284 |
|
2018
Q2 | $13.6M | Buy |
97,454
+9,245
| +10% | +$1.29M | 0.08% | 238 |
|
2018
Q1 | $13.1M | Buy |
88,209
+7,762
| +10% | +$1.15M | 0.09% | 198 |
|
2017
Q4 | $13.6M | Buy |
80,447
+1,578
| +2% | +$267K | 0.09% | 202 |
|
2017
Q3 | $11.7M | Buy |
78,869
+4,190
| +6% | +$622K | 0.08% | 203 |
|
2017
Q2 | $9.51M | Buy |
74,679
+5,490
| +8% | +$699K | 0.07% | 222 |
|
2017
Q1 | $8.97M | Buy |
69,189
+6,938
| +11% | +$900K | 0.07% | 232 |
|
2016
Q4 | $6.91M | Buy |
62,251
+3,710
| +6% | +$412K | 0.06% | 238 |
|
2016
Q3 | $5.84M | Buy |
58,541
+12,995
| +29% | +$1.3M | 0.05% | 261 |
|
2016
Q2 | $4.09M | Buy |
45,546
+15,754
| +53% | +$1.42M | 0.04% | 299 |
|
2016
Q1 | $2.8M | Buy |
29,792
+18,786
| +171% | +$1.77M | 0.03% | 332 |
|
2015
Q4 | $1.17M | Buy |
11,006
+102
| +0.9% | +$10.9K | 0.01% | 484 |
|
2015
Q3 | $1.19M | Sell |
10,904
-2,061
| -16% | -$225K | 0.01% | 430 |
|
2015
Q2 | $1.62M | Buy |
12,965
+1,651
| +15% | +$206K | 0.02% | 404 |
|
2015
Q1 | $1.48M | Buy |
11,314
+203
| +2% | +$26.6K | 0.02% | 439 |
|
2014
Q4 | $1.47M | Buy |
11,111
+999
| +10% | +$132K | 0.02% | 440 |
|
2014
Q3 | $1.25M | Buy |
10,112
+3,965
| +65% | +$489K | 0.02% | 457 |
|
2014
Q2 | $738K | Buy |
6,147
+702
| +13% | +$84.3K | 0.01% | 476 |
|
2014
Q1 | $600K | Buy |
5,445
+1,137
| +26% | +$125K | 0.01% | 515 |
|
2013
Q4 | $496K | Buy |
4,308
+182
| +4% | +$21K | 0.01% | 452 |
|
2013
Q3 | $376K | Buy |
4,126
+763
| +23% | +$69.5K | 0.01% | 476 |
|
2013
Q2 | $272K | Buy |
+3,363
| New | +$272K | 0.01% | 512 |
|