Wedmont Private Capital’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $291K | Buy |
17,162
+4,822
| +39% | +$81.7K | 0.01% | 584 |
|
|
2025
Q1 | $158K | Sell |
12,340
-6,658
| -35% | -$85.1K | 0.01% | 672 |
|
|
2024
Q4 | $311K | Buy |
18,998
+2,684
| +16% | +$43.9K | 0.02% | 529 |
|
|
2024
Q3 | $287K | Buy |
16,314
+2,178
| +15% | +$38.4K | 0.02% | 523 |
|
|
2024
Q2 | $227K | Buy |
14,136
+5
| +0% | +$80 | 0.01% | 579 |
|
|
2024
Q1 | $239K | Buy |
14,131
+105
| +0.7% | +$1.78K | 0.02% | 509 |
|
|
2023
Q4 | $256K | Buy |
+14,026
| New | +$256K | 0.02% | 467 |
|
|
2023
Q1 | – | Sell |
-15,439
| Closed | -$296K | – | 478 |
|
|
2022
Q4 | $296K | Buy |
+15,439
| New | +$296K | 0.04% | 338 |
|