Ameriprise Financial shares owned by Dougherty Wealth Advisers
Quarter-by-quarter ownership of Ameriprise Financial (AMP) shares owned by Dougherty Wealth Advisers
from 13F filings
Historical chart of Dougherty Wealth Advisers investment in Ameriprise Financial
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Quarterly reported holdings in Ameriprise Financial by Dougherty Wealth Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $296k | 603 | 491.25 |
| 2025-06-30 | $322k | 603 | 533.73 |
| 2025-03-31 | $292k | 603 | 484.11 |
| 2024-12-31 | $321k | 603 | 532.43 |
| 2024-09-30 | $283k | 603 | 469.81 |
| 2024-06-30 | $258k | 603 | 427.19 |
| 2024-03-31 | $264k | 603 | 438.44 |
| 2023-12-31 | $229k | 603 | 379.83 |
| 2023-09-30 | $199k | 603 | 329.68 |
| 2023-06-30 | $200k | 603 | 332.16 |
| 2023-03-31 | $185k | 603 | 306.50 |
| 2022-12-31 | $188k | 603 | 311.37 |
| 2022-09-30 | $152k | 603 | 252.07 |
| 2022-06-30 | $143k | 603 | 237.15 |
| 2022-03-31 | $181k | 603 | 300.17 |
| 2021-12-31 | $182k | 603 | 301.82 |
| 2021-09-30 | $159k | 603 | 263.68 |
| 2021-06-30 | $150k | 603 | 248.76 |
| 2021-03-31 | $140k | 603 | 232.17 |
| 2020-12-31 | $117k | 603 | 194.03 |
| 2020-09-30 | $93k | 603 | 154.23 |
| 2020-06-30 | $90k | 603 | 149.25 |
| 2020-03-31 | $62k | 603 | 102.82 |
| 2019-12-31 | $100k | 603 | 165.84 |
| 2019-09-30 | $89k | 603 | 147.60 |
| 2019-06-30 | $88k | 603 | 145.94 |
| 2019-03-31 | $77k | 603 | 127.69 |
| 2018-12-31 | $76k | 603 | 126.04 |