Concord Wealth Partners Ameriprise Financial Inc Transaction History

Concord Wealth Partners

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 30, 2024	SELL	$372.06 - $438.44 $1,860 - $2,192	-5 Closed	0 $0
Q2 2023 Aug 07, 2023	BUY	$282.02 - $332.16 $1,410 - $1,660	5 New	5 $1,000
Q4 2022 Jan 27, 2023	BUY	$257.84 - $332.52 $9,282 - $11,970	36 New	36 $11,000
Q2 2022 Aug 04, 2022	BUY	$235.1 - $300.84 $6,582 - $8,423	28 Added 44.44%	91 $22,000
Q1 2022 Apr 20, 2022	BUY	$261.39 - $328.58 $7,318 - $9,200	28 Added 80.0%	63 $19,000
Q4 2021 Jan 21, 2022	BUY	$264.89 - $310.24 $7,946 - $9,307	30 Added 600.0%	35 $11,000
Q3 2021 Nov 09, 2021	SELL	$238.11 - $277.6 $10,953 - $12,769	-46 Reduced 90.2%	5 $1,000
Q2 2021 Jul 29, 2021	SELL	$235.41 - $265.65 $470 - $531	-2 Reduced 3.77%	51 $13,000
Q1 2021 May 13, 2021	BUY	$187.01 - $232.8 $9,163 - $11,407	49 Added 1225.0%	53 $12,000
Q4 2020 Feb 16, 2021	BUY	$155.31 - $196.28 $621 - $785	4 New	4 $1,000

1,368

80.1M

168K

247K

Ticker AMP
Exchange NYSE
Sector Financial Services
Industry Asset Management
Shares Outstandng 106,700,000
Market Cap $55B
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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