Ameriprise’s Forrester Research FORR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $669K | Buy |
67,578
+26,738
| +65% | +$265K | ﹤0.01% | 3396 |
|
|
2025
Q1 | $377K | Buy |
40,840
+5,040
| +14% | +$46.6K | ﹤0.01% | 3567 |
|
|
2024
Q4 | $561K | Buy |
35,800
+13,530
| +61% | +$212K | ﹤0.01% | 3462 |
|
|
2024
Q3 | $401K | Buy |
+22,270
| New | +$401K | ﹤0.01% | 3549 |
|
|
2024
Q1 | – | Sell |
-33,769
| Closed | -$905K | – | 3895 |
|
|
2023
Q4 | $905K | Sell |
33,769
-1,607
| -5% | -$43.1K | ﹤0.01% | 3223 |
|
|
2023
Q3 | $1.02M | Sell |
35,376
-2,986
| -8% | -$86.3K | ﹤0.01% | 3135 |
|
|
2023
Q2 | $1.12M | Sell |
38,362
-3,565
| -9% | -$104K | ﹤0.01% | 3119 |
|
|
2023
Q1 | $1.36M | Sell |
41,927
-1,979
| -5% | -$64K | ﹤0.01% | 3026 |
|
|
2022
Q4 | $1.57M | Sell |
43,906
-2,687
| -6% | -$96.1K | ﹤0.01% | 2915 |
|
|
2022
Q3 | $1.68M | Sell |
46,593
-354
| -0.8% | -$12.7K | ﹤0.01% | 2860 |
|
|
2022
Q2 | $2.25M | Sell |
46,947
-1,421
| -3% | -$68K | ﹤0.01% | 2762 |
|
|
2022
Q1 | $2.73M | Buy |
48,368
+1,406
| +3% | +$79.3K | ﹤0.01% | 2777 |
|
|
2021
Q4 | $2.76M | Buy |
46,962
+85
| +0.2% | +$4.99K | ﹤0.01% | 2827 |
|
|
2021
Q3 | $2.31M | Sell |
46,877
-630
| -1% | -$31K | ﹤0.01% | 2823 |
|
|
2021
Q2 | $2.18M | Sell |
47,507
-574
| -1% | -$26.3K | ﹤0.01% | 2895 |
|
|
2021
Q1 | $2.04M | Buy |
48,081
+2,090
| +5% | +$88.8K | ﹤0.01% | 2851 |
|
|
2020
Q4 | $1.93M | Sell |
45,991
-1,814
| -4% | -$76K | ﹤0.01% | 2818 |
|
|
2020
Q3 | $1.57M | Sell |
47,805
-1,610
| -3% | -$52.8K | ﹤0.01% | 2783 |
|
|
2020
Q2 | $1.58M | Sell |
49,415
-1,555
| -3% | -$49.8K | ﹤0.01% | 2713 |
|
|
2020
Q1 | $1.49M | Sell |
50,970
-3,345
| -6% | -$97.8K | ﹤0.01% | 2630 |
|
|
2019
Q4 | $2.27M | Sell |
54,315
-1,250
| -2% | -$52.1K | ﹤0.01% | 2671 |
|
|
2019
Q3 | $1.79M | Sell |
55,565
-1,545
| -3% | -$49.7K | ﹤0.01% | 2751 |
|
|
2019
Q2 | $2.69M | Sell |
57,110
-543
| -0.9% | -$25.5K | ﹤0.01% | 2580 |
|
|
2019
Q1 | $2.79M | Sell |
57,653
-745
| -1% | -$36K | ﹤0.01% | 2574 |
|
|
2018
Q4 | $2.61M | Buy |
58,398
+275
| +0.5% | +$12.3K | ﹤0.01% | 2520 |
|
|
2018
Q3 | $2.67M | Buy |
58,123
+2,585
| +5% | +$119K | ﹤0.01% | 2697 |
|
|
2018
Q2 | $2.33M | Buy |
55,538
+2,265
| +4% | +$95.1K | ﹤0.01% | 2671 |
|
|
2018
Q1 | $2.21M | Sell |
53,273
-2,770
| -5% | -$115K | ﹤0.01% | 2651 |
|
|
2017
Q4 | $2.48M | Sell |
56,043
-230
| -0.4% | -$10.2K | ﹤0.01% | 2556 |
|
|
2017
Q3 | $2.36M | Sell |
56,273
-1,295
| -2% | -$54.2K | ﹤0.01% | 2525 |
|
|
2017
Q2 | $2.25M | Sell |
57,568
-330
| -0.6% | -$12.9K | ﹤0.01% | 2541 |
|
|
2017
Q1 | $2.3M | Buy |
57,898
+7,495
| +15% | +$298K | ﹤0.01% | 2519 |
|
|
2016
Q4 | $2.17M | Buy |
50,403
+1,320
| +3% | +$56.7K | ﹤0.01% | 2578 |
|
|
2016
Q3 | $1.91M | Buy |
49,083
+1,222
| +3% | +$47.5K | ﹤0.01% | 2587 |
|
|
2016
Q2 | $1.76M | Buy |
47,861
+1,885
| +4% | +$69.5K | ﹤0.01% | 2583 |
|
|
2016
Q1 | $1.55M | Buy |
45,976
+750
| +2% | +$25.2K | ﹤0.01% | 2641 |
|
|
2015
Q4 | $1.29M | Sell |
45,226
-2,035
| -4% | -$58K | ﹤0.01% | 2829 |
|
|
2015
Q3 | $1.49M | Sell |
47,261
-3,590
| -7% | -$113K | ﹤0.01% | 2770 |
|
|
2015
Q2 | $1.83M | Buy |
50,851
+971
| +2% | +$35K | ﹤0.01% | 2794 |
|
|
2015
Q1 | $1.83M | Buy |
49,880
+1,798
| +4% | +$66.1K | ﹤0.01% | 2631 |
|
|
2014
Q4 | $1.89M | Buy |
48,082
+370
| +0.8% | +$14.6K | ﹤0.01% | 2589 |
|
|
2014
Q3 | $1.76M | Sell |
47,712
-2,710
| -5% | -$99.9K | ﹤0.01% | 2576 |
|
|
2014
Q2 | $1.91M | Sell |
50,422
-388
| -0.8% | -$14.7K | ﹤0.01% | 2546 |
|
|
2014
Q1 | $1.82M | Sell |
50,810
-6,110
| -11% | -$219K | ﹤0.01% | 2520 |
|
|
2013
Q4 | $2.18M | Buy |
56,920
+532
| +0.9% | +$20.4K | ﹤0.01% | 2437 |
|
|
2013
Q3 | $2.07M | Sell |
56,388
-635
| -1% | -$23.3K | ﹤0.01% | 2426 |
|
|
2013
Q2 | $2.09M | Buy |
+57,023
| New | +$2.09M | ﹤0.01% | 2344 |
|