Bessemer Group’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $184K | Buy |
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|
2025
Q2 | $104K | Buy |
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|
2025
Q1 | $96K | Sell |
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|
2024
Q4 | $1.57M | Buy |
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|
2024
Q3 | $1.5M | Buy |
|
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|
2024
Q2 | $1.27M | Sell |
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|
2024
Q1 | $1.42M | Buy |
|
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|
2023
Q4 | $28K | Buy |
|
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|
2023
Q3 | $18K | Sell |
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|
2023
Q2 | $29K | Sell |
|
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|
2023
Q1 | $108K | Sell |
|
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|
2022
Q4 | $124K | Sell |
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|
2022
Q3 | $121K | Sell |
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|
2022
Q2 | $164K | Buy |
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|
2022
Q1 | $220K | Sell |
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|
2021
Q4 | $281K | Buy |
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|
2021
Q3 | $221K | Hold |
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|
2021
Q2 | $245K | Sell |
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|
2021
Q1 | $246K | Buy |
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|
2020
Q4 | $146K | Buy |
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|
2020
Q3 | $91K | Hold |
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|
2020
Q2 | $86K | Buy |
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|
2020
Q1 | $13K | Sell |
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|
2019
Q4 | $841K | Sell |
|
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|
2019
Q3 | $2.77M | Sell |
|
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|
2019
Q2 | $5.25M | Buy |
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|
2019
Q1 | $300K | Buy |
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|
2018
Q4 | $114K | Buy |
|
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|
2018
Q3 | $154K | Buy |
|
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|
2018
Q2 | $178K | Buy |
|
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|
2018
Q1 | $141K | Buy |
|
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|
2017
Q4 | $125K | Sell |
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|
2017
Q3 | $246K | Sell |
|
|||||
|
2017
Q2 | $3.12M | Buy |
|
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|
2017
Q1 | $56K | Sell |
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|
2016
Q4 | $155K | Buy |
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|
2016
Q3 | $80K | Hold |
|
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|
2016
Q2 | $65K | Sell |
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|
2016
Q1 | $350K | Buy |
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|
2015
Q4 | $111K | Sell |
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|
2015
Q3 | $195K | Sell |
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|
2015
Q2 | $364K | Sell |
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|
2015
Q1 | $394K | Sell |
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|
2014
Q4 | $477K | Buy |
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|
2014
Q3 | $357K | Buy |
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|
2014
Q2 | $249K | Buy |
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|
2014
Q1 | $120K | Buy |
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|
2013
Q4 | $99K | Sell |
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|
2013
Q3 | $91K | Buy |
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|
2013
Q2 | $86K | Buy |
|