Ameriprise Financial shares owned by Joel Isaacson & Co
Quarter-by-quarter ownership of Ameriprise Financial (AMP) shares owned by Joel Isaacson & Co
from 13F filings
Historical chart of Joel Isaacson & Co investment in Ameriprise Financial
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Quarterly reported holdings in Ameriprise Financial by Joel Isaacson & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $264k | 537 | 491.25 |
| 2025-06-30 | $233k | 437 | 533.73 |
| 2025-03-31 | $212k | 437 | 484.11 |
| 2024-12-31 | $256k | 480 | 532.43 |
| 2024-09-30 | $226k | 480 | 469.81 |
| 2024-06-30 | $205k | 480 | 427.19 |
| 2024-03-31 | $211k | 480 | 438.44 |
| 2016-12-31 | $61k | 547 | 111.52 |
| 2016-09-30 | $55k | 547 | 100.55 |
| 2016-06-30 | $49k | 547 | 89.58 |
| 2016-03-31 | $57k | 607 | 93.90 |
| 2015-12-31 | $65k | 607 | 107.08 |
| 2015-09-30 | $66k | 607 | 108.73 |
| 2015-06-30 | $76k | 607 | 125.21 |
| 2015-03-31 | $79k | 607 | 130.15 |
| 2014-12-31 | $61k | 460 | 132.61 |
| 2014-09-30 | $57k | 460 | 123.91 |
| 2014-06-30 | $55k | 460 | 119.57 |
| 2014-03-31 | $46k | 1.9k | 23.77 |
| 2013-12-31 | $53k | 460 | 115.22 |
| 2013-09-30 | $42k | 460 | 91.30 |
| 2013-06-30 | $37k | 460 | 80.43 |
| 2013-03-31 | $12k | 160 | 75.00 |
| 2012-12-31 | $10k | 160 | 62.50 |