Punch & Associates Investment Management’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.2M | Buy |
26,520
+361
| +1% | +$193K | 0.87% | 47 |
|
|
2025
Q1 | $12.7M | Sell |
26,159
-104
| -0.4% | -$50.3K | 0.83% | 45 |
|
|
2024
Q4 | $14M | Sell |
26,263
-9,419
| -26% | -$5.01M | 0.76% | 45 |
|
|
2024
Q3 | $16.8M | Buy |
35,682
+280
| +0.8% | +$132K | 0.92% | 33 |
|
|
2024
Q2 | $15.1M | Buy |
35,402
+392
| +1% | +$167K | 0.88% | 32 |
|
|
2024
Q1 | $15.3M | Buy |
35,010
+388
| +1% | +$170K | 0.87% | 34 |
|
|
2023
Q4 | $13.2M | Buy |
34,622
+115
| +0.3% | +$43.7K | 0.77% | 39 |
|
|
2023
Q3 | $11.4M | Sell |
34,507
-210
| -0.6% | -$69.2K | 0.73% | 41 |
|
|
2023
Q2 | $11.5M | Sell |
34,717
-2,092
| -6% | -$695K | 0.7% | 46 |
|
|
2023
Q1 | $11.3M | Sell |
36,809
-414
| -1% | -$127K | 0.73% | 46 |
|
|
2022
Q4 | $11.6M | Buy |
37,223
+488
| +1% | +$152K | 0.75% | 46 |
|
|
2022
Q3 | $9.26M | Buy |
36,735
+35
| +0.1% | +$8.82K | 0.65% | 49 |
|
|
2022
Q2 | $8.72M | Sell |
36,700
-325
| -0.9% | -$77.2K | 0.61% | 58 |
|
|
2022
Q1 | $11.1M | Buy |
37,025
+855
| +2% | +$257K | 0.63% | 55 |
|
|
2021
Q4 | $10.9M | Sell |
36,170
-244
| -0.7% | -$73.6K | 0.57% | 64 |
|
|
2021
Q3 | $9.62M | Buy |
36,414
+59
| +0.2% | +$15.6K | 0.55% | 68 |
|
|
2021
Q2 | $9.05M | Sell |
36,355
-465
| -1% | -$116K | 0.51% | 81 |
|
|
2021
Q1 | $8.56M | Buy |
36,820
+202
| +0.6% | +$47K | 0.51% | 79 |
|
|
2020
Q4 | $7.12M | Sell |
36,618
-985
| -3% | -$191K | 0.5% | 83 |
|
|
2020
Q3 | $5.8M | Sell |
37,603
-686
| -2% | -$106K | 0.5% | 82 |
|
|
2020
Q2 | $5.75M | Sell |
38,289
-246
| -0.6% | -$36.9K | 0.52% | 80 |
|
|
2020
Q1 | $3.95M | Buy |
38,535
+811
| +2% | +$83.1K | 0.47% | 85 |
|
|
2019
Q4 | $6.28M | Sell |
37,724
-815
| -2% | -$136K | 0.49% | 81 |
|
|
2019
Q3 | $5.67M | Sell |
38,539
-487
| -1% | -$71.6K | 0.47% | 85 |
|
|
2019
Q2 | $5.67M | Buy |
39,026
+547
| +1% | +$79.4K | 0.47% | 92 |
|
|
2019
Q1 | $4.93M | Buy |
38,479
+1,148
| +3% | +$147K | 0.42% | 107 |
|
|
2018
Q4 | $3.9M | Sell |
37,331
-238
| -0.6% | -$24.8K | 0.37% | 115 |
|
|
2018
Q3 | $5.55M | Buy |
37,569
+2,170
| +6% | +$320K | 0.44% | 96 |
|
|
2018
Q2 | $4.95M | Sell |
35,399
-658
| -2% | -$92K | 0.41% | 104 |
|
|
2018
Q1 | $5.33M | Sell |
36,057
-426
| -1% | -$63K | 0.47% | 91 |
|
|
2017
Q4 | $6.18M | Sell |
36,483
-9,472
| -21% | -$1.61M | 0.53% | 76 |
|
|
2017
Q3 | $6.83M | Sell |
45,955
-444
| -1% | -$65.9K | 0.6% | 60 |
|
|
2017
Q2 | $5.91M | Buy |
46,399
+8,155
| +21% | +$1.04M | 0.55% | 67 |
|
|
2017
Q1 | $4.96M | Buy |
38,244
+346
| +0.9% | +$44.9K | 0.48% | 89 |
|
|
2016
Q4 | $4.2M | Buy |
37,898
+53
| +0.1% | +$5.88K | 0.42% | 106 |
|
|
2016
Q3 | $3.78M | Buy |
37,845
+455
| +1% | +$45.4K | 0.4% | 103 |
|
|
2016
Q2 | $3.36M | Buy |
37,390
+503
| +1% | +$45.2K | 0.39% | 107 |
|
|
2016
Q1 | $3.47M | Sell |
36,887
-967
| -3% | -$90.9K | 0.42% | 104 |
|
|
2015
Q4 | $4.03M | Buy |
37,854
+3,918
| +12% | +$417K | 0.49% | 92 |
|
|
2015
Q3 | $3.7M | Buy |
33,936
+689
| +2% | +$75.2K | 0.51% | 77 |
|
|
2015
Q2 | $4.15M | Sell |
33,247
-541
| -2% | -$67.6K | 0.52% | 76 |
|
|
2015
Q1 | $4.42M | Sell |
33,788
-283
| -0.8% | -$37K | 0.55% | 75 |
|
|
2014
Q4 | $4.51M | Sell |
34,071
-314
| -0.9% | -$41.5K | 0.58% | 69 |
|
|
2014
Q3 | $4.24M | Sell |
34,385
-248
| -0.7% | -$30.6K | 0.59% | 67 |
|
|
2014
Q2 | $4.16M | Sell |
34,633
-269
| -0.8% | -$32.3K | 0.56% | 68 |
|
|
2014
Q1 | $3.84M | Sell |
34,902
-8,469
| -20% | -$932K | 0.53% | 82 |
|
|
2013
Q4 | $4.99M | Sell |
43,371
-2,093
| -5% | -$241K | 0.67% | 50 |
|
|
2013
Q3 | $4.14M | Sell |
45,464
-1,750
| -4% | -$159K | 0.64% | 56 |
|
|
2013
Q2 | $3.82M | Buy |
+47,214
| New | +$3.82M | 0.67% | 55 |
|