Transform Wealth, LLC Ameriprise Financial Inc Transaction History

Transform Wealth, LLC

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 10, 2023	SELL	$326.95 - $356.9 $79,448 - $86,726	-243 Reduced 23.59%	787 $259,000
Q2 2023 Jul 13, 2023	SELL	$282.02 - $332.16 $4,230 - $4,982	-15 Reduced 1.44%	1,030 $342,000
Q1 2023 Apr 14, 2023	SELL	$281.43 - $355.33 $20,825 - $26,294	-74 Reduced 6.61%	1,045 $320,000
Q4 2022 Jan 12, 2023	SELL	$257.84 - $332.52 $10,571 - $13,633	-41 Reduced 3.53%	1,119 $0
Q3 2022 Oct 21, 2022	SELL	$223.12 - $291.83 $15,618 - $20,428	-70 Reduced 5.69%	1,160 $292,000
Q2 2022 Jul 15, 2022	SELL	$235.1 - $300.84 $7,758 - $9,927	-33 Reduced 2.61%	1,230 $292,000
Q1 2022 Apr 25, 2022	SELL	$261.39 - $328.58 $54,891 - $69,001	-210 Reduced 14.26%	1,263 $379,000
Q4 2021 Jan 26, 2022	SELL	$264.89 - $310.24 $64,368 - $75,388	-243 Reduced 14.16%	1,473 $444,000
Q3 2021 Oct 15, 2021	SELL	$238.11 - $277.6 $38,811 - $45,248	-163 Reduced 8.67%	1,716 $453,000
Q1 2021 Apr 22, 2021	BUY	$187.01 - $232.8 $10,285 - $12,804	55 Added 3.02%	1,879 $437,000
Q4 2020 Jan 20, 2021	BUY	$155.31 - $196.28 $310 - $392	2 Added 0.11%	1,824 $354,000
Q3 2020 Oct 21, 2020	SELL	$143.29 - $162.55 $1,719 - $1,950	-12 Reduced 0.65%	1,822 $281,000
Q2 2020 Jul 22, 2020	BUY	$90.32 - $162.7 $165,646 - $298,391	1,834 New	1,834 $275,000

1,389

80.7M

168K

247K

Ticker AMP
Exchange NYSE
Sector Financial Services
Industry Asset Management
Shares Outstandng 106,700,000
Market Cap $60.1B
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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