FORVIS WEALTH ADVISORS, LLC – Ameriprise Financial, Inc. Transaction History
FORVIS WEALTH ADVISORS, LLC portfolio value:
$1.33M
portfolio value
FORVIS WEALTH ADVISORS, LLC quarter portfolio value change:
+6.00%
quarter
Ameriprise Financial, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +3.20% | 165 shares | 115K | $251.95 | 5.31K |
| Q2 2022 | share | Decrease | -1.66% | -87 shares | -349K | $237.68 | 5.14K |
| Q1 2022 | share | Increase | +10.30% | 489 shares | 141K | $300.36 | 5.23K |
| Q4 2021 | share | Decrease | -0.77% | -37 shares | 169K | $301.97 | 4.74K |
| Q3 2021 | share | Increase | +3.15% | 146 shares | 109K | $263.15 | 4.78K |
| Q2 2021 | share | Increase | +2.20% | 100 shares | 99K | $246.91 | 4.63K |
| Q1 2021 | share | Decrease | -6.28% | -304 shares | 114K | $229.63 | 4.53K |
| Q4 2020 | share | Increase | +14.82% | 625 shares | 291K | $191.05 | 4.84K |
| Q3 2020 | share | Decrease | -3.52% | -154 shares | -6K | $150.59 | 4.21K |
| Q2 2020 | share | Increase | +34.91% | 1.13K shares | 324K | $145.66 | 4.37K |
| Q1 2020 | share | Increase | 0.00% | 3.24K shares | 332K | $98.65 | 3.24K |
| Q4 2018 | share | Decrease | -100.00% | -1.42K shares | -211K | $97.26 | 0 |
| Q3 2018 | share | Decrease | -0.28% | -4 shares | 11K | $136.62 | 1.42K |
| Q2 2018 | share | Increase | +0.77% | 11 shares | -10K | $128.6 | 1.43K |
| Q1 2018 | share | Increase | 0.00% | 1.42K shares | 210K | $135.11 | 1.42K |
| Q4 2016 | share | Decrease | -100.00% | -3.24K shares | -324K | $98.47 | 0 |
| Q3 2016 | share | Increase | +8.52% | 255 shares | 55K | $87.8 | 3.24K |
| Q2 2016 | share | Increase | +30.53% | 700 shares | 53K | $78.44 | 2.99K |
| Q1 2016 | share | Decrease | -3.33% | -79 shares | -36K | $81.42 | 2.29K |