MPA
Marvin & Palmer Associates’s Ameriprise Financial AMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,384
| Closed | -$3.09M | – | 35 |
|
|
2025
Q1 | $3.09M | Sell |
6,384
-7,365
| -54% | -$3.57M | 4.62% | 11 |
|
|
2024
Q4 | $7.32M | Buy |
+13,749
| New | +$7.32M | 5.59% | 3 |
|
|
2024
Q3 | – | Sell |
-10,042
| Closed | -$4.29M | – | 34 |
|
|
2024
Q2 | $4.29M | Buy |
10,042
+6
| +0.1% | +$2.56K | 4.39% | 9 |
|
|
2024
Q1 | $4.4M | Sell |
10,036
-145
| -1% | -$63.6K | 4.36% | 6 |
|
|
2023
Q4 | $3.87M | Sell |
10,181
-13,850
| -58% | -$5.26M | 4.32% | 8 |
|
|
2023
Q3 | $7.92M | Sell |
24,031
-4,544
| -16% | -$1.5M | 5.14% | 7 |
|
|
2023
Q2 | $9.49M | Sell |
28,575
-4,034
| -12% | -$1.34M | 4.28% | 13 |
|
|
2023
Q1 | $9.99M | Buy |
32,609
+364
| +1% | +$112K | 5.03% | 4 |
|
|
2022
Q4 | $10M | Buy |
32,245
+2,275
| +8% | +$708K | 5.28% | 4 |
|
|
2022
Q3 | $7.55M | Buy |
+29,970
| New | +$7.55M | 4.63% | 10 |
|
|
2022
Q2 | – | Sell |
-39,140
| Closed | -$11.8M | – | 28 |
|
|
2022
Q1 | $11.8M | Sell |
39,140
-1,788
| -4% | -$537K | 5.29% | 1 |
|
|
2021
Q4 | $12.3M | Sell |
40,928
-5,811
| -12% | -$1.75M | 5.28% | 4 |
|
|
2021
Q3 | $12.3M | Sell |
46,739
-1,145
| -2% | -$302K | 5.01% | 5 |
|
|
2021
Q2 | $11.9M | Sell |
47,884
-571
| -1% | -$142K | 4.87% | 6 |
|
|
2021
Q1 | $11.3M | Buy |
+48,455
| New | +$11.3M | 5.01% | 5 |
|
|
2015
Q2 | – | Sell |
-20,000
| Closed | -$2.62M | – | 53 |
|
|
2015
Q1 | $2.62M | Buy |
20,000
+1,754
| +10% | +$230K | 2.27% | 17 |
|
|
2014
Q4 | $2.41M | Sell |
18,246
-814
| -4% | -$108K | 2.45% | 10 |
|
|
2014
Q3 | $2.35M | Sell |
19,060
-5,523
| -22% | -$682K | 2.39% | 11 |
|
|
2014
Q2 | $2.95M | Sell |
24,583
-302
| -1% | -$36.2K | 2.56% | 10 |
|
|
2014
Q1 | $2.74M | Sell |
24,885
-4,515
| -15% | -$497K | 2.4% | 13 |
|
|
2013
Q4 | $3.38M | Buy |
29,400
+22,400
| +320% | +$2.58M | 2.03% | 18 |
|
|
2013
Q3 | $638K | Buy |
+7,000
| New | +$638K | 0.42% | 64 |
|