Ameriprise’s Putnam Municipal Opportunities Trust PMO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.82M | Sell |
183,878
-32,949
| -15% | -$326K | ﹤0.01% | 2971 |
|
2025
Q1 | $2.21M | Buy |
216,827
+21,180
| +11% | +$216K | ﹤0.01% | 2825 |
|
2024
Q4 | $1.98M | Sell |
195,647
-5,437
| -3% | -$55.1K | ﹤0.01% | 2915 |
|
2024
Q3 | $2.19M | Sell |
201,084
-92,046
| -31% | -$1M | ﹤0.01% | 2866 |
|
2024
Q2 | $3.01M | Sell |
293,130
-631
| -0.2% | -$6.47K | ﹤0.01% | 2661 |
|
2024
Q1 | $2.98M | Sell |
293,761
-358,261
| -55% | -$3.63M | ﹤0.01% | 2666 |
|
2023
Q4 | $6.67M | Sell |
652,022
-134,433
| -17% | -$1.38M | ﹤0.01% | 2128 |
|
2023
Q3 | $7.23M | Buy |
786,455
+45,720
| +6% | +$420K | ﹤0.01% | 1984 |
|
2023
Q2 | $7.57M | Sell |
740,735
-70,682
| -9% | -$722K | ﹤0.01% | 2023 |
|
2023
Q1 | $8.36M | Buy |
811,417
+107,784
| +15% | +$1.11M | ﹤0.01% | 1915 |
|
2022
Q4 | $7.62M | Buy |
703,633
+317,970
| +82% | +$3.45M | ﹤0.01% | 1973 |
|
2022
Q3 | $3.78M | Buy |
385,663
+84,947
| +28% | +$831K | ﹤0.01% | 2426 |
|
2022
Q2 | $3.56M | Buy |
300,716
+248,617
| +477% | +$2.94M | ﹤0.01% | 2515 |
|
2022
Q1 | $607K | Buy |
52,099
+13,196
| +34% | +$154K | ﹤0.01% | 3409 |
|
2021
Q4 | $560K | Sell |
38,903
-9,384
| -19% | -$135K | ﹤0.01% | 3477 |
|
2021
Q3 | $648K | Buy |
48,287
+2,547
| +6% | +$34.2K | ﹤0.01% | 3312 |
|
2021
Q2 | $654K | Sell |
45,740
-1,014
| -2% | -$14.5K | ﹤0.01% | 3363 |
|
2021
Q1 | $626K | Buy |
46,754
+6
| +0% | +$80 | ﹤0.01% | 3323 |
|
2020
Q4 | $640K | Sell |
46,748
-978
| -2% | -$13.4K | ﹤0.01% | 3253 |
|
2020
Q3 | $619K | Sell |
47,726
-108
| -0.2% | -$1.4K | ﹤0.01% | 3164 |
|
2020
Q2 | $611K | Buy |
47,834
+26,376
| +123% | +$337K | ﹤0.01% | 3126 |
|
2020
Q1 | $256K | Buy |
21,458
+427
| +2% | +$5.09K | ﹤0.01% | 3366 |
|
2019
Q4 | $277K | Buy |
21,031
+1,319
| +7% | +$17.4K | ﹤0.01% | 3502 |
|
2019
Q3 | $258K | Sell |
19,712
-8,541
| -30% | -$112K | ﹤0.01% | 3482 |
|
2019
Q2 | $358K | Sell |
28,253
-1,172
| -4% | -$14.9K | ﹤0.01% | 3425 |
|
2019
Q1 | $361K | Buy |
29,425
+6,292
| +27% | +$77.2K | ﹤0.01% | 3374 |
|
2018
Q4 | $257K | Buy |
23,133
+8,422
| +57% | +$93.6K | ﹤0.01% | 3383 |
|
2018
Q3 | $168K | Sell |
14,711
-276
| -2% | -$3.15K | ﹤0.01% | 3563 |
|
2018
Q2 | $175K | Sell |
14,987
-5,697
| -28% | -$66.5K | ﹤0.01% | 3500 |
|
2018
Q1 | $241K | Buy |
20,684
+153
| +0.7% | +$1.78K | ﹤0.01% | 3415 |
|
2017
Q4 | $254K | Sell |
20,531
-1,612
| -7% | -$19.9K | ﹤0.01% | 3400 |
|
2017
Q3 | $280K | Buy |
22,143
+2,750
| +14% | +$34.8K | ﹤0.01% | 3406 |
|
2017
Q2 | $242K | Sell |
19,393
-2,192
| -10% | -$27.4K | ﹤0.01% | 3491 |
|
2017
Q1 | $259K | Buy |
21,585
+2,990
| +16% | +$35.9K | ﹤0.01% | 3385 |
|
2016
Q4 | $222K | Sell |
18,595
-1,453
| -7% | -$17.3K | ﹤0.01% | 3623 |
|
2016
Q3 | $267K | Buy |
20,048
+8,275
| +70% | +$110K | ﹤0.01% | 3440 |
|
2016
Q2 | $158K | Buy |
+11,773
| New | +$158K | ﹤0.01% | 3564 |
|
2014
Q1 | – | Sell |
-1,211
| Closed | -$13K | – | 5355 |
|
2013
Q4 | $13K | Sell |
1,211
-200
| -14% | -$2.15K | ﹤0.01% | 4255 |
|
2013
Q3 | $15K | Hold |
1,411
| – | – | ﹤0.01% | 4607 |
|
2013
Q2 | $16K | Buy |
+1,411
| New | +$16K | ﹤0.01% | 4430 |
|