Wellington Management 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 | $5.2M | Buy |
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|
2025
Q2 | $583K | Buy |
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|
2025
Q1 | $418K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $544K | Sell |
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|
2023
Q2 | $665K | Buy |
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|
2023
Q1 | $614K | Buy |
|
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|
2022
Q4 | $664K | Sell |
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|
2022
Q3 | $2.41M | Sell |
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|
2022
Q2 | $2.93M | Buy |
|
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|
2022
Q1 | $2.3M | Buy |
|
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|
2021
Q4 | $1.59M | Buy |
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|
2021
Q3 | $1.21M | Sell |
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|
2021
Q2 | $1.96M | Buy |
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|
2021
Q1 | $1.76M | Sell |
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|
2020
Q4 | $1.52M | Sell |
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|
2020
Q3 | $1.32M | Buy |
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|
2020
Q2 | $897K | Sell |
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|
2020
Q1 | $1.25M | Sell |
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|
2019
Q4 | $3.94M | Sell |
|
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|
2019
Q3 | $8.81M | Sell |
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|
2019
Q2 | $51.5M | Sell |
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|
2019
Q1 | $51.3M | Sell |
|
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|
2018
Q4 | $54.4M | Sell |
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|
2018
Q3 | $127M | Sell |
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|
2018
Q2 | $189M | Buy |
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|
2018
Q1 | $197M | Sell |
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|
2017
Q4 | $228M | Sell |
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|
2017
Q3 | $230M | Sell |
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|
2017
Q2 | $233M | Sell |
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|
2017
Q1 | $204M | Sell |
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|
2016
Q4 | $327M | Sell |
|
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|
2016
Q3 | $604M | Sell |
|
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|
2016
Q2 | $520M | Buy |
|
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|
2016
Q1 | $543M | Sell |
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|
2015
Q4 | $599M | Buy |
|
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|
2015
Q3 | $422M | Buy |
|
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|
2015
Q2 | $415M | Buy |
|
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|
2015
Q1 | $322M | Buy |
|
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|
2014
Q4 | $122M | Sell |
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|
2014
Q3 | $159M | Buy |
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|
2014
Q2 | $148M | Buy |
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|
2014
Q1 | $143M | Sell |
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|
2013
Q4 | $241M | Sell |
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|
2013
Q3 | $283M | Buy |
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|
2013
Q2 | $273M | Buy |
|