Welch & Forbes’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $93.9M | Sell |
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2025
Q1 | $86.4M | Sell |
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2024
Q4 | $95.8M | Sell |
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2024
Q3 | $85.9M | Buy |
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2024
Q2 | $78.4M | Sell |
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2024
Q1 | $80.8M | Sell |
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2023
Q4 | $74.7M | Sell |
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2023
Q3 | $65.5M | Sell |
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2023
Q2 | $66.7M | Sell |
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2023
Q1 | $62M | Sell |
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2022
Q4 | $64.2M | Sell |
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2022
Q3 | $52.9M | Buy |
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2022
Q2 | $49.9M | Sell |
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2022
Q1 | $63.3M | Sell |
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2021
Q4 | $63.6M | Sell |
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2021
Q3 | $55.8M | Buy |
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2021
Q2 | $52.4M | Buy |
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2021
Q1 | $48.8M | Buy |
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2020
Q4 | $40.3M | Sell |
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2020
Q3 | $32.5M | Buy |
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2020
Q2 | $31.4M | Sell |
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2020
Q1 | $21.8M | Sell |
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2019
Q4 | $35.7M | Sell |
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2019
Q3 | $31.6M | Buy |
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2019
Q2 | $31.2M | Buy |
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2019
Q1 | $27.4M | Buy |
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2018
Q4 | $21.7M | Sell |
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2018
Q3 | $30.9M | Buy |
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2018
Q2 | $28.4M | Buy |
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2018
Q1 | $29.8M | Buy |
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|||||
2017
Q4 | $32.5M | Buy |
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|||||
2017
Q3 | $28.1M | Buy |
|
|||||
2017
Q2 | $23.6M | Buy |
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|||||
2017
Q1 | $23.5M | Buy |
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2016
Q4 | $16.2M | Buy |
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|||||
2016
Q3 | – | Sell |
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2016
Q2 | $13.2M | Buy |
|
|||||
2016
Q1 | $13.5M | Buy |
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2015
Q4 | $15.1M | Buy |
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2015
Q3 | $15.5M | Buy |
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2015
Q2 | $17.5M | Sell |
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2015
Q1 | $18.4M | Sell |
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2014
Q4 | $19M | Sell |
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2014
Q3 | $18M | Buy |
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|||||
2014
Q2 | – | Sell |
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2014
Q1 | $16.1M | Sell |
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2013
Q4 | $19.4M | Sell |
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2013
Q3 | $15.9M | Buy |
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2013
Q2 | $14.1M | Buy |
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