Vanguard Personalized Indexing 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 | $12.1M | Buy |
22,597
+3,754
| +20% | +$2.01M | 0.14% | 127 |
|
|
2025
Q1 | $9.12M | Buy |
18,843
+448
| +2% | +$217K | 0.13% | 131 |
|
|
2024
Q4 | $9.79M | Buy |
18,395
+1,581
| +9% | +$842K | 0.15% | 103 |
|
|
2024
Q3 | $7.9M | Buy |
16,814
+1,478
| +10% | +$694K | 0.13% | 133 |
|
|
2024
Q2 | $6.55M | Buy |
15,336
+1,644
| +12% | +$702K | 0.12% | 136 |
|
|
2024
Q1 | $6M | Buy |
13,692
+92
| +0.7% | +$40.3K | 0.13% | 137 |
|
|
2023
Q4 | $5.17M | Buy |
13,600
+73
| +0.5% | +$27.7K | 0.13% | 126 |
|
|
2023
Q3 | $4.46M | Buy |
13,527
+633
| +5% | +$209K | 0.13% | 129 |
|
|
2023
Q2 | $4.28M | Buy |
12,894
+993
| +8% | +$330K | 0.13% | 131 |
|
|
2023
Q1 | $3.65M | Buy |
11,901
+3,835
| +48% | +$1.18M | 0.13% | 144 |
|
|
2022
Q4 | $2.51M | Buy |
8,066
+395
| +5% | +$123K | 0.1% | 197 |
|
|
2022
Q3 | $1.93M | Buy |
7,671
+281
| +4% | +$70.8K | 0.09% | 238 |
|
|
2022
Q2 | $1.76M | Sell |
7,390
-1,757
| -19% | -$417K | 0.08% | 244 |
|
|
2022
Q1 | $2.75M | Buy |
9,147
+1,985
| +28% | +$596K | 0.13% | 135 |
|
|
2021
Q4 | $2.16M | Buy |
7,162
+1,788
| +33% | +$539K | 0.13% | 147 |
|
|
2021
Q3 | $1.42M | Buy |
5,374
+2,341
| +77% | +$618K | 0.13% | 156 |
|
|
2021
Q2 | $755K | Buy |
3,033
+420
| +16% | +$105K | 0.08% | 314 |
|
|
2021
Q1 | $607K | Buy |
2,613
+1,273
| +95% | +$296K | 0.09% | 261 |
|
|
2020
Q4 | $260K | Buy |
+1,340
| New | +$260K | 0.06% | 417 |
|