Ameriprise Financial shares owned by MorganRosel Wealth Management
Quarter-by-quarter ownership of Ameriprise Financial (AMP) shares owned by MorganRosel Wealth Management
from 13F filings
Historical chart of MorganRosel Wealth Management investment in Ameriprise Financial
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All positions including Ameriprise Financial held by MorganRosel Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Ameriprise Financial by MorganRosel Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $946k | 1.9k | 491.25 |
| 2025-06-30 | $1.2M | 2.3k | 533.73 |
| 2025-03-31 | $1.3M | 2.8k | 484.11 |
| 2024-12-31 | $1.0M | 2.0k | 532.43 |
| 2024-09-30 | $879k | 1.9k | 469.81 |
| 2024-06-30 | $878k | 2.1k | 427.19 |
| 2024-03-31 | $831k | 1.9k | 438.44 |
| 2023-12-31 | $730k | 1.9k | 379.83 |
| 2023-09-30 | $669k | 2.0k | 329.68 |
| 2023-06-30 | $784k | 2.4k | 332.16 |
| 2023-03-31 | $819k | 2.7k | 306.50 |
| 2022-12-31 | $211k | 677 | 311.37 |
| 2022-06-30 | $719k | 3.0k | 237.61 |
| 2022-03-31 | $881k | 2.9k | 300.48 |
| 2021-12-31 | $832k | 2.8k | 301.67 |
| 2019-06-30 | $722k | 5.0k | 145.21 |
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