MAM
McLean Asset Management’s Ameriprise Financial AMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $668K | Buy |
1,232
+26
| +2% | +$14.1K | 0.18% | 70 |
|
|
2025
Q1 | $514K | Sell |
1,206
-7
| -0.6% | -$2.98K | 0.17% | 72 |
|
|
2024
Q4 | $646K | Buy |
1,213
+9
| +0.7% | +$4.79K | 0.19% | 67 |
|
|
2024
Q3 | $586K | Sell |
1,204
-21
| -2% | -$10.2K | 0.18% | 71 |
|
|
2024
Q2 | $540K | Sell |
1,225
-60
| -5% | -$26.4K | 0.17% | 71 |
|
|
2024
Q1 | $552K | Sell |
1,285
-40
| -3% | -$17.2K | 0.19% | 63 |
|
|
2023
Q4 | $506K | Buy |
1,325
+1
| +0.1% | +$382 | 0.19% | 64 |
|
|
2023
Q3 | $436K | Buy |
1,324
+1
| +0.1% | +$329 | 0.18% | 66 |
|
|
2023
Q2 | $439K | Sell |
1,323
-2
| -0.2% | -$664 | 0.17% | 72 |
|
|
2023
Q1 | $406K | Sell |
1,325
-18
| -1% | -$5.52K | 0.17% | 76 |
|
|
2022
Q4 | $418K | Buy |
1,343
+3
| +0.2% | +$934 | 0.14% | 74 |
|
|
2022
Q3 | $364K | Buy |
1,340
+7
| +0.5% | +$1.9K | 0.14% | 73 |
|
|
2022
Q2 | $311K | Hold |
1,333
| – | – | 0.12% | 85 |
|
|
2022
Q1 | $400K | Buy |
1,333
+15
| +1% | +$4.5K | 0.3% | 63 |
|
|
2021
Q4 | $433K | Sell |
1,318
-68
| -5% | -$22.3K | 0.17% | 65 |
|
|
2021
Q3 | $412K | Buy |
1,386
+11
| +0.8% | +$3.27K | 0.16% | 71 |
|
|
2021
Q2 | $339K | Hold |
1,375
| – | – | 0.15% | 67 |
|
|
2021
Q1 | $353K | Buy |
1,375
+25
| +2% | +$6.42K | 0.28% | 60 |
|
|
2020
Q4 | $262K | Buy |
+1,350
| New | +$262K | 0.23% | 71 |
|