Ameriprise Financial shares owned by OneAscent Wealth Management
Quarter-by-quarter ownership of Ameriprise Financial (AMP) shares owned by OneAscent Wealth Management
from 13F filings
Historical chart of OneAscent Wealth Management investment in Ameriprise Financial
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Quarterly reported holdings in Ameriprise Financial by OneAscent Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $360k | 733 | 491.25 |
| 2025-06-30 | $411k | 770 | 533.77 |
| 2025-03-31 | $351k | 726 | 483.47 |
| 2024-12-31 | $360k | 677 | 531.76 |
| 2024-09-30 | $237k | 505 | 469.31 |
| 2024-06-30 | $218k | 511 | 426.61 |
| 2024-03-31 | $227k | 518 | 438.22 |
| 2023-06-30 | $228k | 685 | 332.85 |
| 2023-03-31 | $208k | 680 | 305.88 |
| 2022-12-31 | $237k | 762 | 311.02 |
| 2022-09-30 | $206k | 818 | 251.83 |
| 2022-06-30 | $204k | 858 | 237.76 |
| 2022-03-31 | $247k | 821 | 300.85 |
| 2021-12-31 | $257k | 851 | 302.00 |
| 2021-09-30 | $629k | 2.4k | 264.17 |
| 2021-03-31 | $620k | 2.7k | 232.47 |
| 2020-12-31 | $549k | 2.8k | 194.34 |
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