Ameriprise’s Whitestone REIT WSR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.97M Sell
238,123
-47,032
-16% -$587K ﹤0.01% 2715
2025
Q1
$4.15M Sell
285,155
-8,772
-3% -$128K ﹤0.01% 2447
2024
Q4
$4.16M Sell
293,927
-6,842
-2% -$97K ﹤0.01% 2478
2024
Q3
$4.07M Buy
300,769
+24,085
+9% +$326K ﹤0.01% 2509
2024
Q2
$3.68M Sell
276,684
-27,588
-9% -$367K ﹤0.01% 2525
2024
Q1
$3.82M Sell
304,272
-3,317
-1% -$41.6K ﹤0.01% 2529
2023
Q4
$3.78M Sell
307,589
-36,850
-11% -$453K ﹤0.01% 2543
2023
Q3
$3.32M Sell
344,439
-20,096
-6% -$194K ﹤0.01% 2576
2023
Q2
$3.54M Sell
364,535
-6,441
-2% -$62.5K ﹤0.01% 2587
2023
Q1
$3.41M Buy
370,976
+1,391
+0.4% +$12.8K ﹤0.01% 2565
2022
Q4
$3.56M Sell
369,585
-27,128
-7% -$262K ﹤0.01% 2512
2022
Q3
$3.36M Buy
396,713
+3,687
+0.9% +$31.2K ﹤0.01% 2508
2022
Q2
$4.22M Sell
393,026
-2,732
-0.7% -$29.4K ﹤0.01% 2400
2022
Q1
$5.24M Sell
395,758
-15,928
-4% -$211K ﹤0.01% 2390
2021
Q4
$4.17M Buy
411,686
+186,073
+82% +$1.89M ﹤0.01% 2589
2021
Q3
$2.21M Buy
225,613
+11,725
+5% +$115K ﹤0.01% 2836
2021
Q2
$1.76M Sell
213,888
-11,428
-5% -$94.3K ﹤0.01% 2982
2021
Q1
$2.19M Buy
225,316
+10,547
+5% +$102K ﹤0.01% 2824
2020
Q4
$1.71M Sell
214,769
-811
-0.4% -$6.46K ﹤0.01% 2865
2020
Q3
$1.29M Sell
215,580
-18,538
-8% -$111K ﹤0.01% 2864
2020
Q2
$1.7M Buy
234,118
+32,351
+16% +$235K ﹤0.01% 2691
2020
Q1
$1.25M Sell
201,767
-7,790
-4% -$48.3K ﹤0.01% 2722
2019
Q4
$2.85M Sell
209,557
-10,886
-5% -$148K ﹤0.01% 2552
2019
Q3
$3.03M Sell
220,443
-1,542
-0.7% -$21.2K ﹤0.01% 2475
2019
Q2
$2.82M Buy
221,985
+845
+0.4% +$10.7K ﹤0.01% 2562
2019
Q1
$2.66M Sell
221,140
-6,451
-3% -$77.5K ﹤0.01% 2607
2018
Q4
$2.79M Buy
227,591
+930
+0.4% +$11.4K ﹤0.01% 2486
2018
Q3
$3.15M Buy
226,661
+6,210
+3% +$86.2K ﹤0.01% 2619
2018
Q2
$2.75M Buy
220,451
+14,550
+7% +$182K ﹤0.01% 2587
2018
Q1
$2.14M Buy
205,901
+8,585
+4% +$89.2K ﹤0.01% 2664
2017
Q4
$2.84M Sell
197,316
-2,630
-1% -$37.9K ﹤0.01% 2468
2017
Q3
$2.61M Buy
199,946
+181,347
+975% +$2.37M ﹤0.01% 2469
2017
Q2
$229K Buy
+18,599
New +$229K ﹤0.01% 3508
2015
Q2
Sell
-234,737
Closed -$3.72M 4027
2015
Q1
$3.72M Buy
234,737
+1,130
+0.5% +$17.9K ﹤0.01% 2251
2014
Q4
$3.53M Buy
233,607
+7,266
+3% +$110K ﹤0.01% 2269
2014
Q3
$3.15M Buy
226,341
+470
+0.2% +$6.55K ﹤0.01% 2299
2014
Q2
$3.36M Sell
225,871
-43,950
-16% -$654K ﹤0.01% 2307
2014
Q1
$3.9M Sell
269,821
-200
-0.1% -$2.89K ﹤0.01% 2185
2013
Q4
$3.61M Sell
270,021
-1,223
-0.5% -$16.3K ﹤0.01% 2194
2013
Q3
$3.99M Buy
271,244
+69,282
+34% +$1.02M ﹤0.01% 2080
2013
Q2
$3.17M Buy
+201,962
New +$3.17M ﹤0.01% 2139