Farmers & Merchants Investments Inc’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.9K | Hold |
247
| – | – | ﹤0.01% | 1027 |
|
2025
Q1 | $3.75K | Hold |
247
| – | – | ﹤0.01% | 999 |
|
2024
Q4 | $4.32K | Hold |
247
| – | – | ﹤0.01% | 838 |
|
2024
Q3 | $4.34K | Hold |
247
| – | – | ﹤0.01% | 848 |
|
2024
Q2 | $3.7K | Hold |
247
| – | – | ﹤0.01% | 861 |
|
2024
Q1 | $4.1K | Hold |
247
| – | – | ﹤0.01% | 802 |
|
2023
Q4 | $4.41K | Hold |
247
| – | – | ﹤0.01% | 779 |
|
2023
Q3 | $3.59K | Hold |
247
| – | – | ﹤0.01% | 805 |
|
2023
Q2 | $4.15K | Hold |
247
| – | – | ﹤0.01% | 795 |
|
2023
Q1 | $4.05K | Hold |
247
| – | – | ﹤0.01% | 766 |
|
2022
Q4 | $4.44K | Hold |
247
| – | – | ﹤0.01% | 783 |
|
2022
Q3 | $3K | Buy |
247
+33
| +15% | +$401 | ﹤0.01% | 862 |
|
2022
Q2 | $3K | Hold |
214
| – | – | ﹤0.01% | 904 |
|
2022
Q1 | $5K | Hold |
214
| – | – | ﹤0.01% | 879 |
|
2021
Q4 | $5K | Hold |
214
| – | – | ﹤0.01% | 896 |
|
2021
Q3 | $5K | Hold |
214
| – | – | ﹤0.01% | 853 |
|
2021
Q2 | $6K | Hold |
214
| – | – | ﹤0.01% | 759 |
|
2021
Q1 | $5K | Hold |
214
| – | – | ﹤0.01% | 765 |
|
2020
Q4 | $4K | Hold |
214
| – | – | ﹤0.01% | 785 |
|
2020
Q3 | $2K | Hold |
214
| – | – | ﹤0.01% | 806 |
|
2020
Q2 | $2K | Hold |
214
| – | – | ﹤0.01% | 816 |
|
2020
Q1 | $2K | Hold |
214
| – | – | ﹤0.01% | 789 |
|
2019
Q4 | $4K | Hold |
214
| – | – | ﹤0.01% | 780 |
|
2019
Q3 | $4K | Hold |
214
| – | – | ﹤0.01% | 772 |
|
2019
Q2 | $4K | Buy |
214
+14
| +7% | +$262 | ﹤0.01% | 774 |
|
2019
Q1 | $4K | Buy |
200
+45
| +29% | +$900 | ﹤0.01% | 767 |
|
2018
Q4 | $3K | Hold |
155
| – | – | ﹤0.01% | 748 |
|
2018
Q3 | $4K | Sell |
155
-711
| -82% | -$18.3K | ﹤0.01% | 754 |
|
2018
Q2 | $23K | Buy |
866
+459
| +113% | +$12.2K | ﹤0.01% | 424 |
|
2018
Q1 | $13K | Hold |
407
| – | – | ﹤0.01% | 483 |
|
2017
Q4 | $15K | Buy |
407
+26
| +7% | +$958 | ﹤0.01% | 466 |
|
2017
Q3 | $13K | Buy |
381
+201
| +112% | +$6.86K | ﹤0.01% | 476 |
|
2017
Q2 | $6K | Hold |
180
| – | – | ﹤0.01% | 632 |
|
2017
Q1 | $6K | Sell |
180
-1,723
| -91% | -$57.4K | ﹤0.01% | 585 |
|
2016
Q4 | $58K | Buy |
1,903
+1,635
| +610% | +$49.8K | 0.01% | 326 |
|
2016
Q3 | $8K | Sell |
268
-383
| -59% | -$11.4K | ﹤0.01% | 498 |
|
2016
Q2 | $17K | Sell |
651
-62
| -9% | -$1.62K | ﹤0.01% | 387 |
|
2016
Q1 | $22K | Sell |
713
-5
| -0.7% | -$154 | ﹤0.01% | 347 |
|
2015
Q4 | $24K | Hold |
718
| – | – | ﹤0.01% | 351 |
|
2015
Q3 | $22K | Hold |
718
| – | – | ﹤0.01% | 362 |
|
2015
Q2 | $27K | Sell |
718
-36
| -5% | -$1.35K | ﹤0.01% | 352 |
|
2015
Q1 | $30K | Buy |
754
+37
| +5% | +$1.47K | ﹤0.01% | 345 |
|
2014
Q4 | $28K | Sell |
717
-43
| -6% | -$1.68K | ﹤0.01% | 351 |
|
2014
Q3 | $30K | Hold |
760
| – | – | ﹤0.01% | 335 |
|
2014
Q2 | $29K | Hold |
760
| – | – | ﹤0.01% | 350 |
|
2014
Q1 | $28K | Hold |
760
| – | – | ﹤0.01% | 354 |
|
2013
Q4 | $28K | Buy |
760
+392
| +107% | +$14.4K | ﹤0.01% | 358 |
|
2013
Q3 | $12K | Buy |
+368
| New | +$12K | ﹤0.01% | 440 |
|