Ameriprise Financial shares owned by Charter Oak Capital Management
Quarter-by-quarter ownership of Ameriprise Financial (AMP) shares owned by Charter Oak Capital Management
from 13F filings
Historical chart of Charter Oak Capital Management investment in Ameriprise Financial
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Quarterly reported holdings in Ameriprise Financial by Charter Oak Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $634k | 1.3k | 490.29 |
| 2025-09-30 | $653k | 1.3k | 491.39 |
| 2025-06-30 | $718k | 1.3k | 533.88 |
| 2025-03-31 | $667k | 1.4k | 484.03 |
| 2024-12-31 | $729k | 1.4k | 532.58 |
| 2024-09-30 | $654k | 1.4k | 469.81 |
| 2024-06-30 | $567k | 1.3k | 427.19 |
| 2024-03-31 | $608k | 1.4k | 438.44 |
| 2023-12-31 | $504k | 1.3k | 379.83 |
| 2023-09-30 | $509k | 1.5k | 329.68 |
| 2023-06-30 | $513k | 1.5k | 332.16 |
| 2023-03-31 | $473k | 1.5k | 306.50 |
| 2022-12-31 | $507k | 1.6k | 311.37 |
| 2022-09-30 | $410k | 1.6k | 252.00 |
| 2022-06-30 | $400k | 1.7k | 237.95 |
| 2022-03-31 | $505k | 1.7k | 300.42 |
| 2021-12-31 | $499k | 1.7k | 301.69 |
| 2021-09-30 | $437k | 1.7k | 264.21 |
| 2021-06-30 | $412k | 1.7k | 249.09 |
| 2021-03-31 | $384k | 1.7k | 232.16 |
| 2020-12-31 | $321k | 1.7k | 194.08 |
More positions owned by Charter Oak Capital Management
View all positions for Charter Oak Capital Management