Aberdeen Group’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.21M | Buy |
76,896
+8,639
| +13% | +$136K | ﹤0.01% | 816 |
|
2025
Q1 | $1.03M | Buy |
68,257
+37,543
| +122% | +$566K | ﹤0.01% | 816 |
|
2024
Q4 | $537K | Sell |
30,714
-3,366
| -10% | -$58.8K | ﹤0.01% | 867 |
|
2024
Q3 | $595K | Buy |
34,080
+3,529
| +12% | +$61.6K | ﹤0.01% | 847 |
|
2024
Q2 | $457K | Sell |
30,551
-23,877
| -44% | -$357K | ﹤0.01% | 870 |
|
2024
Q1 | $903K | Sell |
54,428
-24,628
| -31% | -$409K | ﹤0.01% | 830 |
|
2023
Q4 | $1.41M | Sell |
79,056
-497,184
| -86% | -$8.87M | ﹤0.01% | 808 |
|
2023
Q3 | $8.37M | Buy |
576,240
+34,110
| +6% | +$495K | 0.02% | 480 |
|
2023
Q2 | $9.11M | Buy |
542,130
+50,039
| +10% | +$841K | 0.02% | 484 |
|
2023
Q1 | $8.07M | Buy |
492,091
+14,458
| +3% | +$237K | 0.02% | 505 |
|
2022
Q4 | $8.59M | Buy |
477,633
+57,163
| +14% | +$1.03M | 0.02% | 472 |
|
2022
Q3 | $5.76M | Buy |
420,470
+244,023
| +138% | +$3.34M | 0.02% | 530 |
|
2022
Q2 | $2.84M | Buy |
176,447
+27,789
| +19% | +$447K | 0.01% | 656 |
|
2022
Q1 | $3.47M | Sell |
148,658
-45,645
| -23% | -$1.06M | 0.01% | 657 |
|
2021
Q4 | $4.47M | Sell |
194,303
-15,012
| -7% | -$346K | 0.01% | 656 |
|
2021
Q3 | $5.09M | Buy |
209,315
+28,883
| +16% | +$702K | 0.01% | 653 |
|
2021
Q2 | $4.82M | Sell |
180,432
-15,961
| -8% | -$427K | 0.01% | 654 |
|
2021
Q1 | $4.95M | Sell |
196,393
-6,107
| -3% | -$154K | 0.01% | 647 |
|
2020
Q4 | $3.53M | Buy |
202,500
+25,474
| +14% | +$444K | 0.01% | 670 |
|
2020
Q3 | $2.02M | Sell |
177,026
-88,016
| -33% | -$1M | 0.01% | 703 |
|
2020
Q2 | $2.85M | Buy |
265,042
+34,708
| +15% | +$373K | 0.01% | 649 |
|
2020
Q1 | $2.09M | Buy |
230,334
+5,290
| +2% | +$48.1K | 0.01% | 663 |
|
2019
Q4 | $4.05M | Sell |
225,044
-11,016
| -5% | -$198K | 0.01% | 638 |
|
2019
Q3 | $4M | Sell |
236,060
-5,695
| -2% | -$96.5K | 0.01% | 630 |
|
2019
Q2 | $4.95M | Sell |
241,755
-5,605
| -2% | -$115K | 0.01% | 636 |
|
2019
Q1 | $4.78M | Buy |
247,360
+90,918
| +58% | +$1.76M | 0.01% | 639 |
|
2018
Q4 | $2.61M | Sell |
156,442
-52,342
| -25% | -$875K | 0.01% | 659 |
|
2018
Q3 | $4.78M | Buy |
208,784
+1,220
| +0.6% | +$27.9K | 0.01% | 624 |
|
2018
Q2 | $5.51M | Buy |
207,564
+22,993
| +12% | +$611K | 0.01% | 584 |
|
2018
Q1 | $5.91M | Buy |
184,571
+66,310
| +56% | +$2.12M | 0.01% | 516 |
|
2017
Q4 | $4.32M | Buy |
118,261
+1,153
| +1% | +$42.1K | 0.01% | 585 |
|
2017
Q3 | $4.1M | Buy |
+117,108
| New | +$4.1M | 0.01% | 574 |
|