Ameriprise Financial shares owned by Procyon Private Wealth Partners
Quarter-by-quarter ownership of Ameriprise Financial (AMP) shares owned by Procyon Private Wealth Partners
from 13F filings
Historical chart of Procyon Private Wealth Partners investment in Ameriprise Financial
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Download as csvQuarterly reported holdings in Ameriprise Financial by Procyon Private Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 3.1k | 491.24 |
| 2025-06-30 | $2.0M | 3.7k | 533.71 |
| 2025-03-31 | $3.2M | 6.6k | 484.08 |
| 2024-12-31 | $3.3M | 6.2k | 532.46 |
| 2024-09-30 | $2.7M | 5.8k | 469.79 |
| 2024-06-30 | $2.5M | 5.9k | 427.19 |
| 2024-03-31 | $2.4M | 5.6k | 438.43 |
| 2023-12-31 | $2.1M | 5.4k | 379.80 |
| 2023-09-30 | $1.7M | 5.0k | 329.66 |
| 2023-06-30 | $936k | 2.8k | 332.11 |
| 2023-03-31 | $474k | 1.5k | 306.56 |
| 2022-12-31 | $587k | 1.9k | 311.39 |
| 2022-09-30 | $415k | 1.6k | 252.13 |
| 2022-06-30 | $416k | 1.8k | 237.44 |
| 2022-03-31 | $522k | 1.7k | 300.35 |
| 2021-12-31 | $373k | 1.2k | 301.54 |
| 2021-09-30 | $272k | 1.0k | 264.08 |
| 2021-06-30 | $244k | 979 | 249.23 |
| 2021-03-31 | $202k | 870 | 232.18 |
| 2020-06-30 | $129k | 862 | 149.65 |
| 2020-03-31 | $57k | 560 | 101.79 |
| 2019-12-31 | $114k | 686 | 166.18 |
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