NCM
Novare Capital Management’s Ameriprise Financial AMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.1M | Buy |
26,330
+104
| +0.4% | +$55.5K | 1.14% | 24 |
|
|
2025
Q1 | $12.7M | Sell |
26,226
-572
| -2% | -$277K | 1.11% | 26 |
|
|
2024
Q4 | $14.3M | Sell |
26,798
-1,561
| -6% | -$831K | 1.2% | 21 |
|
|
2024
Q3 | $13.3M | Sell |
28,359
-167
| -0.6% | -$78.5K | 1.13% | 25 |
|
|
2024
Q2 | $12.2M | Sell |
28,526
-939
| -3% | -$401K | 1.1% | 29 |
|
|
2024
Q1 | $12.9M | Sell |
29,465
-6
| -0% | -$2.63K | 1.17% | 26 |
|
|
2023
Q4 | $11.2M | Sell |
29,471
-926
| -3% | -$352K | 1.14% | 31 |
|
|
2023
Q3 | $10M | Sell |
30,397
-1,012
| -3% | -$334K | 1.13% | 28 |
|
|
2023
Q2 | $10.4M | Sell |
31,409
-770
| -2% | -$256K | 1.12% | 27 |
|
|
2023
Q1 | $9.86M | Sell |
32,179
-1,568
| -5% | -$481K | 1.12% | 28 |
|
|
2022
Q4 | $10.5M | Sell |
33,747
-439
| -1% | -$137K | 1.24% | 24 |
|
|
2022
Q3 | $8.61M | Buy |
34,186
+543
| +2% | +$137K | 1.1% | 32 |
|
|
2022
Q2 | $8M | Buy |
33,643
+1,480
| +5% | +$352K | 0.99% | 36 |
|
|
2022
Q1 | $9.66M | Sell |
32,163
-1,378
| -4% | -$414K | 1.03% | 32 |
|
|
2021
Q4 | $10.1M | Sell |
33,541
-943
| -3% | -$284K | 1.03% | 39 |
|
|
2021
Q3 | $9.11M | Sell |
34,484
-166
| -0.5% | -$43.8K | 1.01% | 42 |
|
|
2021
Q2 | $8.62M | Buy |
34,650
+507
| +1% | +$126K | 0.96% | 43 |
|
|
2021
Q1 | $7.94M | Buy |
34,143
+88
| +0.3% | +$20.5K | 0.96% | 47 |
|
|
2020
Q4 | $6.62M | Buy |
34,055
+694
| +2% | +$135K | 0.86% | 56 |
|
|
2020
Q3 | $5.14M | Buy |
+33,361
| New | +$5.14M | 0.72% | 63 |
|