PAMG
Patton Albertson Miller Group’s Ameriprise Financial AMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.46M | Buy |
13,968
+215
| +2% | +$115K | 0.98% | 27 |
|
|
2025
Q1 | $6.66M | Sell |
13,753
-3,047
| -18% | -$1.48M | 0.99% | 33 |
|
|
2024
Q4 | $8.94M | Buy |
16,800
+69
| +0.4% | +$36.7K | 1.2% | 25 |
|
|
2024
Q3 | $7.86M | Sell |
16,731
-1,246
| -7% | -$585K | 1.07% | 31 |
|
|
2024
Q2 | $7.68M | Buy |
17,977
+1,243
| +7% | +$531K | 1.09% | 31 |
|
|
2024
Q1 | $7.34M | Buy |
16,734
+770
| +5% | +$338K | 1.1% | 30 |
|
|
2023
Q4 | $6.06M | Buy |
15,964
+2,273
| +17% | +$863K | 1.01% | 33 |
|
|
2023
Q3 | $4.51M | Buy |
13,691
+67
| +0.5% | +$22.1K | 0.89% | 36 |
|
|
2023
Q2 | $4.53M | Sell |
13,624
-87
| -0.6% | -$28.9K | 0.87% | 38 |
|
|
2023
Q1 | $4.2M | Buy |
13,711
+730
| +6% | +$224K | 0.77% | 42 |
|
|
2022
Q4 | $4.04M | Sell |
12,981
-307
| -2% | -$95.6K | 0.74% | 47 |
|
|
2022
Q3 | $3.35M | Buy |
13,288
+483
| +4% | +$122K | 0.72% | 47 |
|
|
2022
Q2 | $3.04M | Buy |
12,805
+500
| +4% | +$119K | 0.62% | 57 |
|
|
2022
Q1 | $3.7M | Buy |
12,305
+320
| +3% | +$96.1K | 0.64% | 51 |
|
|
2021
Q4 | $3.62M | Buy |
11,985
+237
| +2% | +$71.5K | 0.58% | 56 |
|
|
2021
Q3 | $3.1M | Buy |
11,748
+125
| +1% | +$33K | 0.59% | 55 |
|
|
2021
Q2 | $2.89M | Buy |
11,623
+282
| +2% | +$70.2K | 0.66% | 58 |
|
|
2021
Q1 | $2.64M | Buy |
11,341
+236
| +2% | +$54.9K | 0.64% | 59 |
|
|
2020
Q4 | $2.45M | Buy |
11,105
+357
| +3% | +$78.6K | 0.58% | 62 |
|
|
2020
Q3 | $1.66M | Sell |
10,748
-513
| -5% | -$79K | 0.47% | 67 |
|
|
2020
Q2 | $1.69M | Buy |
11,261
+674
| +6% | +$101K | 0.49% | 68 |
|
|
2020
Q1 | $1.09M | Buy |
10,587
+734
| +7% | +$75.2K | 0.37% | 88 |
|
|
2019
Q4 | $1.64M | Buy |
9,853
+636
| +7% | +$106K | 0.43% | 82 |
|
|
2019
Q3 | $1.36M | Buy |
9,217
+467
| +5% | +$68.7K | 0.38% | 94 |
|
|
2019
Q2 | $1.15M | Buy |
8,750
+1,736
| +25% | +$229K | 0.33% | 99 |
|
|
2019
Q1 | $899K | Buy |
7,014
+2,083
| +42% | +$267K | 0.46% | 73 |
|
|
2018
Q4 | $621K | Sell |
4,931
-4,477
| -48% | -$564K | 0.33% | 74 |
|
|
2018
Q3 | $1.15M | Sell |
9,408
-211
| -2% | -$25.9K | 0.58% | 57 |
|
|
2018
Q2 | $1.35M | Buy |
9,619
+204
| +2% | +$28.5K | 0.68% | 51 |
|
|
2018
Q1 | $1.39M | Sell |
9,415
-314
| -3% | -$46.5K | 0.63% | 51 |
|
|
2017
Q4 | $1.65M | Sell |
9,729
-125
| -1% | -$21.2K | 0.67% | 45 |
|
|
2017
Q3 | $1.48M | Sell |
9,854
-161
| -2% | -$24.2K | 0.65% | 51 |
|
|
2017
Q2 | $1.46M | Sell |
10,015
-1,071
| -10% | -$156K | 0.65% | 49 |
|
|
2017
Q1 | $1.43M | Buy |
11,086
+2,661
| +32% | +$343K | 0.59% | 54 |
|
|
2016
Q4 | $935K | Sell |
8,425
-346
| -4% | -$38.4K | 0.4% | 76 |
|
|
2016
Q3 | $875K | Sell |
8,771
-964
| -10% | -$96.2K | 0.39% | 74 |
|
|
2016
Q2 | $875K | Buy |
9,735
+275
| +3% | +$24.7K | 0.39% | 72 |
|
|
2016
Q1 | $889K | Sell |
9,460
-176
| -2% | -$16.5K | 0.45% | 73 |
|
|
2015
Q4 | $1.03M | Sell |
9,636
-1,642
| -15% | -$175K | 0.52% | 71 |
|
|
2015
Q3 | $1.22M | Sell |
11,278
-957
| -8% | -$104K | 0.65% | 65 |
|
|
2015
Q2 | $1.53M | Buy |
12,235
+717
| +6% | +$89.6K | 0.67% | 68 |
|
|
2015
Q1 | $1.51M | Buy |
11,518
+3,613
| +46% | +$473K | 0.61% | 69 |
|
|
2014
Q4 | $1.05M | Buy |
7,905
+2,355
| +42% | +$311K | 0.49% | 77 |
|
|
2014
Q3 | $689K | Buy |
5,550
+1,801
| +48% | +$224K | 0.36% | 98 |
|
|
2014
Q2 | $449K | Buy |
3,749
+1,822
| +95% | +$218K | 0.23% | 122 |
|
|
2014
Q1 | $212K | Buy |
+1,927
| New | +$212K | 0.11% | 156 |
|