Pinnacle Wealth Planning Services, Inc. Ameriprise Financial Inc Transaction History

Pinnacle Wealth Planning Services, Inc.

$4.39 Billion
Q4 2024

A detailed history of Pinnacle Wealth Planning Services, Inc. transactions in Ameriprise Financial Inc stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 703 shares of AMP stock, worth $378,635. This represents 0.01% of its overall portfolio holdings.

Number of Shares

703

Previous 964 27.07%

Holding current value

$378,635

Previous $452,000 17.26%

% of portfolio

0.01%

Previous 0.06%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	SELL	$473.15 - $574.01 $123,492 - $149,816	-261 Reduced 27.07%	703 $374,000
Q3 2024 Nov 13, 2024	SELL	$391.53 - $469.81 $4,698 - $5,637	-12 Reduced 1.23%	964 $452,000
Q2 2024 Aug 09, 2024	SELL	$407.69 - $442.22 $407 - $442	-1 Reduced 0.1%	976 $416,000
Q1 2024 May 09, 2024	SELL	$372.06 - $438.44 $1,116 - $1,315	-3 Reduced 0.31%	977 $428,000
Q4 2023 Feb 07, 2024	SELL	$307.14 - $381.62 $307 - $381	-1 Reduced 0.1%	980 $372,000
Q3 2023 Nov 07, 2023	SELL	$326.95 - $356.9 $1,307 - $1,427	-4 Reduced 0.41%	981 $323,000
Q2 2023 Aug 07, 2023	SELL	$282.02 - $332.16 $1,692 - $1,992	-6 Reduced 0.61%	985 $327,000
Q1 2023 May 03, 2023	SELL	$281.43 - $355.33 $3,377 - $4,263	-12 Reduced 1.2%	991 $303,000
Q4 2022 Feb 13, 2023	BUY	$257.84 - $332.52 $20,627 - $26,601	80 Added 8.67%	1,003 $312,000
Q3 2022 Nov 09, 2022	BUY	$223.12 - $291.83 $1,561 - $2,042	7 Added 0.76%	923 $232,000
Q2 2022 Aug 03, 2022	BUY	$235.1 - $300.84 $2,351 - $3,008	10 Added 1.1%	916 $218,000
Q1 2022 Apr 20, 2022	SELL	$261.39 - $328.58 $1,306 - $1,642	-5 Reduced 0.55%	906 $272,000
Q4 2021 Jan 21, 2022	BUY	$264.89 - $310.24 $26,224 - $30,713	99 Added 12.19%	911 $275,000
Q3 2021 Oct 29, 2021	BUY	$238.11 - $277.6 $1,190 - $1,388	5 Added 0.62%	812 $214,000
Q2 2021 Aug 02, 2021	BUY	$235.41 - $265.65 $189,975 - $214,379	807 New	807 $201,000
Q1 2021 Apr 29, 2021	SELL	$187.01 - $232.8 $151,104 - $188,102	-808 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$155.31 - $196.28 $125,490 - $158,594	808 New	808 $157,000
Q1 2020 May 11, 2020	SELL	$82.88 - $179.72 $172,804 - $374,716	-2,085 Closed	0 $0
Q4 2019 Feb 07, 2020	SELL	$129.21 - $168.43 $1,808 - $2,358	-14 Reduced 0.67%	2,085 $347,000
Q3 2019 Oct 31, 2019	BUY	$122.4 - $151.47 $53,856 - $66,646	440 Added 26.52%	2,099 $308,000
Q2 2019 Aug 06, 2019	SELL	$132.68 - $153.53 $530 - $614	-4 Reduced 0.24%	1,659 $241,000
Q1 2019 May 08, 2019	BUY	$105.1 - $134.89 $174,781 - $224,322	1,663 New	1,663 $213,000
Q4 2018 Mar 01, 2019	SELL	$97.58 - $151.97 $162,763 - $253,485	-1,668 Closed	0 $0
Q3 2018 Feb 28, 2019	BUY	$136.27 - $149.99 $3,406 - $3,749	25 Added 1.52%	1,668 $246,000
Q2 2018 Feb 28, 2019	BUY	$131.49 - $148.75 $15,778 - $17,850	120 Added 7.88%	1,643 $229,000
Q1 2018 Feb 28, 2019	BUY	$144.89 - $182.04 $173,143 - $217,537	1,195 Added 364.33%	1,523 $226,000
Q4 2017 Feb 12, 2018	BUY	$148.67 - $171.7 $48,763 - $56,317	328	328 $55,000

Others Institutions Holding AMP

# of Institutions

1,435

Shares Held

81.3M

Call Options Held

168K

Put Options Held

247K

View Full List

About AMERIPRISE FINANCIAL INC

Ticker AMP
Exchange NYSE
Sector Financial Services
Industry Asset Management
Shares Outstandng 106,700,000
Market Cap $57.5B
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 ...

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Pinnacle Wealth Planning Services, Inc. Ameriprise Financial Inc Transaction History