Ray Dalio’s Ameriprise Financial AMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.9M | Sell |
39,197
-61,991
| -61% | -$33.1M | 0.08% | 178 |
|
|
2025
Q1 | $49M | Buy |
101,188
+45,183
| +81% | +$21.9M | 0.23% | 92 |
|
|
2024
Q4 | $29.8M | Buy |
56,005
+5,495
| +11% | +$2.93M | 0.14% | 121 |
|
|
2024
Q3 | $23.7M | Buy |
50,510
+24,968
| +98% | +$11.7M | 0.13% | 135 |
|
|
2024
Q2 | $10.9M | Buy |
+25,542
| New | +$10.9M | 0.06% | 240 |
|
|
2024
Q1 | – | Sell |
-8,603
| Closed | -$3.27M | – | 686 |
|
|
2023
Q4 | $3.27M | Sell |
8,603
-53,912
| -86% | -$20.5M | 0.02% | 436 |
|
|
2023
Q3 | $20.6M | Buy |
62,515
+40,808
| +188% | +$13.5M | 0.12% | 132 |
|
|
2023
Q2 | $7.21M | Sell |
21,707
-2,575
| -11% | -$855K | 0.04% | 245 |
|
|
2023
Q1 | $7.44M | Sell |
24,282
-13,794
| -36% | -$4.23M | 0.05% | 247 |
|
|
2022
Q4 | $11.9M | Sell |
38,076
-39,934
| -51% | -$12.4M | 0.06% | 224 |
|
|
2022
Q3 | $19.7M | Sell |
78,010
-2,558
| -3% | -$645K | 0.1% | 157 |
|
|
2022
Q2 | $19.1M | Buy |
80,568
+62,277
| +340% | +$14.8M | 0.08% | 213 |
|
|
2022
Q1 | $5.49M | Sell |
18,291
-1,475
| -7% | -$443K | 0.02% | 446 |
|
|
2021
Q4 | $5.96M | Sell |
19,766
-27,482
| -58% | -$8.29M | 0.03% | 261 |
|
|
2021
Q3 | $12.5M | Buy |
47,248
+9,450
| +25% | +$2.5M | 0.07% | 171 |
|
|
2021
Q2 | $9.41M | Buy |
37,798
+577
| +2% | +$144K | 0.06% | 224 |
|
|
2021
Q1 | $8.65M | Buy |
37,221
+17,902
| +93% | +$4.16M | 0.08% | 175 |
|
|
2020
Q4 | $3.75M | Buy |
+19,319
| New | +$3.75M | 0.03% | 227 |
|
|
2020
Q1 | – | Sell |
-26,339
| Closed | -$4.39M | – | 415 |
|
|
2019
Q4 | $4.39M | Buy |
+26,339
| New | +$4.39M | 0.04% | 117 |
|
|
2019
Q1 | – | Sell |
-335,850
| Closed | -$35.1M | – | 319 |
|
|
2018
Q4 | $35.1M | Buy |
+335,850
| New | +$35.1M | 0.32% | 38 |
|
|
2018
Q3 | – | Sell |
-13,983
| Closed | -$1.96M | – | 363 |
|
|
2018
Q2 | $1.96M | Buy |
13,983
+7,672
| +122% | +$1.07M | 0.02% | 199 |
|
|
2018
Q1 | $934K | Buy |
+6,311
| New | +$934K | 0.01% | 276 |
|
|
2017
Q1 | – | Sell |
-19,000
| Closed | -$2.11M | – | 243 |
|
|
2016
Q4 | $2.11M | Buy |
19,000
+8,100
| +74% | +$899K | 0.02% | 194 |
|
|
2016
Q3 | $1.09M | Sell |
10,900
-15,300
| -58% | -$1.53M | 0.01% | 219 |
|
|
2016
Q2 | $2.35M | Buy |
+26,200
| New | +$2.35M | 0.03% | 180 |
|
|
2015
Q3 | – | Sell |
-5,466
| Closed | -$683K | – | 434 |
|
|
2015
Q2 | $683K | Buy |
5,466
+3,800
| +228% | +$475K | 0.01% | 248 |
|
|
2015
Q1 | $218K | Buy |
+1,666
| New | +$218K | ﹤0.01% | 307 |
|
|
2014
Q2 | – | Sell |
-2,400
| Closed | -$264K | – | 313 |
|
|
2014
Q1 | $264K | Buy |
+2,400
| New | +$264K | ﹤0.01% | 315 |
|
|
2013
Q3 | – | Sell |
-2,600
| Closed | -$210K | – | 322 |
|
|
2013
Q2 | $210K | Buy |
+2,600
| New | +$210K | ﹤0.01% | 318 |
|