A detailed history of Charter Oak Capital Management, LLC transactions in Ameriprise Financial Inc stock. As of the latest transaction made, Charter Oak Capital Management, LLC holds 1,393 shares of AMP stock, worth $782,030. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,393
Previous 1,327 4.97%
Holding current value
$782,030
Previous $566,000 15.55%
% of portfolio
0.06%
Previous 0.06%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024

BUY
$391.53 - $469.81 $25,840 - $31,007
66 Added 4.97%
1,393 $654,000
Q2 2024

Jul 24, 2024

SELL
$407.69 - $442.22 $24,461 - $26,533
-60 Reduced 4.33%
1,327 $566,000
Q1 2024

Apr 23, 2024

BUY
$372.06 - $438.44 $22,323 - $26,306
60 Added 4.52%
1,387 $608,000
Q4 2023

Jan 26, 2024

SELL
$307.14 - $381.62 $66,649 - $82,811
-217 Reduced 14.05%
1,327 $504,000
Q1 2023

Apr 19, 2023

SELL
$281.43 - $355.33 $23,358 - $29,492
-83 Reduced 5.1%
1,544 $473,000
Q3 2022

Dec 06, 2022

SELL
$223.12 - $291.83 $12,048 - $15,758
-54 Reduced 3.21%
1,627 $410,000
Q1 2022

May 05, 2022

BUY
$261.39 - $328.58 $7,057 - $8,871
27 Added 1.63%
1,681 $505,000
Q4 2020

Feb 12, 2021

BUY
$155.31 - $196.28 $256,882 - $324,647
1,654 New
1,654 $321,000

Others Institutions Holding AMP

About AMERIPRISE FINANCIAL INC


  • Ticker AMP
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 106,700,000
  • Market Cap $59.9B
  • Description
  • Ameriprise Financial, Inc., through its subsidiaries, provides various financial products and services to individual and institutional clients in the United States and internationally. It operates through four segments: Advice & Wealth Management, Asset Management, Retirement & Protection Solutions, and Corporate & Other. The Advice ...
More about AMP
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