Ameriprise Financial shares owned by Caldwell Trust
Quarter-by-quarter ownership of Ameriprise Financial (AMP) shares owned by Caldwell Trust
from 13F filings
Historical chart of Caldwell Trust investment in Ameriprise Financial
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Quarterly reported holdings in Ameriprise Financial by Caldwell Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 4.2k | 491.25 |
| 2021-12-31 | $136k | 450 | 301.66 |
| 2021-09-30 | $115k | 435 | 264.12 |
| 2021-06-30 | $108k | 435 | 248.88 |
| 2021-03-31 | $105k | 452 | 232.45 |
| 2020-12-31 | $404k | 2.1k | 194.33 |
| 2020-09-30 | $320k | 2.1k | 154.11 |
| 2020-06-30 | $604k | 4.0k | 150.04 |
| 2020-03-31 | $413k | 4.0k | 102.48 |
| 2019-12-31 | $671k | 4.0k | 166.58 |