Ameriprise’s CS Disco LAW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $159K | Buy |
36,286
+1,354
| +4% | +$5.92K | ﹤0.01% | 3813 |
|
|
2025
Q1 | $143K | Sell |
34,932
-351
| -1% | -$1.44K | ﹤0.01% | 3802 |
|
|
2024
Q4 | $176K | Sell |
35,283
-2,770
| -7% | -$13.8K | ﹤0.01% | 3861 |
|
|
2024
Q3 | $224K | Sell |
38,053
-102
| -0.3% | -$600 | ﹤0.01% | 3710 |
|
|
2024
Q2 | $227K | Buy |
38,155
+102
| +0.3% | +$608 | ﹤0.01% | 3667 |
|
|
2024
Q1 | $309K | Hold |
38,053
| – | – | ﹤0.01% | 3575 |
|
|
2023
Q4 | $289K | Buy |
38,053
+7,020
| +23% | +$53.3K | ﹤0.01% | 3624 |
|
|
2023
Q3 | $206K | Buy |
+31,033
| New | +$206K | ﹤0.01% | 3696 |
|
|
2022
Q1 | – | Sell |
-91,770
| Closed | -$3.28M | – | 3986 |
|
|
2021
Q4 | $3.28M | Sell |
91,770
-541
| -0.6% | -$19.3K | ﹤0.01% | 2735 |
|
|
2021
Q3 | $4.43M | Buy |
+92,311
| New | +$4.43M | ﹤0.01% | 2470 |
|