Wells Fargo’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.59M | Sell |
164,231
-24,312
| -13% | -$383K | ﹤0.01% | 2720 |
|
|
2025
Q1 | $2.86M | Sell |
188,543
-2,121
| -1% | -$32.2K | ﹤0.01% | 2549 |
|
|
2024
Q4 | $3.33M | Sell |
190,664
-8,767
| -4% | -$153K | ﹤0.01% | 2441 |
|
|
2024
Q3 | $3.5M | Sell |
199,431
-1,299
| -0.6% | -$22.8K | ﹤0.01% | 2381 |
|
|
2024
Q2 | $3M | Buy |
200,730
+5,429
| +3% | +$81.2K | ﹤0.01% | 2407 |
|
|
2024
Q1 | $3.24M | Buy |
195,301
+24,044
| +14% | +$399K | ﹤0.01% | 2341 |
|
|
2023
Q4 | $3.06M | Buy |
171,257
+15,692
| +10% | +$280K | ﹤0.01% | 2321 |
|
|
2023
Q3 | $2.26M | Sell |
155,565
-32,036
| -17% | -$465K | ﹤0.01% | 2519 |
|
|
2023
Q2 | $3.15M | Sell |
187,601
-288,872
| -61% | -$4.86M | ﹤0.01% | 2392 |
|
|
2023
Q1 | $7.81M | Sell |
476,473
-39,986
| -8% | -$656K | ﹤0.01% | 1673 |
|
|
2022
Q4 | $9.29M | Sell |
516,459
-226,372
| -30% | -$4.07M | ﹤0.01% | 1521 |
|
|
2022
Q3 | $10.2M | Sell |
742,831
-38,109
| -5% | -$522K | ﹤0.01% | 1446 |
|
|
2022
Q2 | $12.6M | Sell |
780,940
-49,768
| -6% | -$803K | ﹤0.01% | 1351 |
|
|
2022
Q1 | $19.2M | Buy |
830,708
+7,921
| +1% | +$183K | ﹤0.01% | 1282 |
|
|
2021
Q4 | $18.9M | Sell |
822,787
-635,334
| -44% | -$14.6M | ﹤0.01% | 1318 |
|
|
2021
Q3 | $35.2M | Buy |
1,458,121
+447,346
| +44% | +$10.8M | 0.01% | 1252 |
|
|
2021
Q2 | $27M | Sell |
1,010,775
-82,275
| -8% | -$2.2M | 0.01% | 1420 |
|
|
2021
Q1 | $27.6M | Buy |
1,093,050
+324,990
| +42% | +$8.2M | 0.01% | 1372 |
|
|
2020
Q4 | $13.4M | Buy |
768,060
+48,699
| +7% | +$849K | ﹤0.01% | 1844 |
|
|
2020
Q3 | $8.21M | Buy |
719,361
+23,445
| +3% | +$268K | ﹤0.01% | 2029 |
|
|
2020
Q2 | $7.49M | Sell |
695,916
-1,098,369
| -61% | -$11.8M | ﹤0.01% | 2072 |
|
|
2020
Q1 | $16.3M | Sell |
1,794,285
-532,684
| -23% | -$4.84M | 0.01% | 1346 |
|
|
2019
Q4 | $41.8M | Buy |
2,326,969
+67,301
| +3% | +$1.21M | 0.01% | 1034 |
|
|
2019
Q3 | $38.3M | Sell |
2,259,668
-604,329
| -21% | -$10.2M | 0.01% | 1062 |
|
|
2019
Q2 | $58.6M | Buy |
2,863,997
+987,993
| +53% | +$20.2M | 0.02% | 843 |
|
|
2019
Q1 | $36.2M | Buy |
1,876,004
+191,574
| +11% | +$3.7M | 0.01% | 1084 |
|
|
2018
Q4 | $28.2M | Sell |
1,684,430
-1,032,720
| -38% | -$17.3M | 0.01% | 1159 |
|
|
2018
Q3 | $62.2M | Buy |
2,717,150
+381,664
| +16% | +$8.73M | 0.02% | 817 |
|
|
2018
Q2 | $62M | Buy |
2,335,486
+506,671
| +28% | +$13.5M | 0.02% | 799 |
|
|
2018
Q1 | $58.5M | Buy |
1,828,815
+298,083
| +19% | +$9.54M | 0.02% | 818 |
|
|
2017
Q4 | $55.9M | Buy |
1,530,732
+8,508
| +0.6% | +$311K | 0.02% | 828 |
|
|
2017
Q3 | $53.3M | Buy |
1,522,224
+222,056
| +17% | +$7.78M | 0.02% | 840 |
|
|
2017
Q2 | $45.8M | Buy |
1,300,168
+192,018
| +17% | +$6.76M | 0.01% | 905 |
|
|
2017
Q1 | $33.9M | Sell |
1,108,150
-48,282
| -4% | -$1.48M | 0.01% | 1075 |
|
|
2016
Q4 | $35.1M | Buy |
1,156,432
+218,893
| +23% | +$6.64M | 0.01% | 1002 |
|
|
2016
Q3 | $29.3M | Sell |
937,539
-220,159
| -19% | -$6.88M | 0.01% | 1055 |
|
|
2016
Q2 | $29.6M | Sell |
1,157,698
-310,129
| -21% | -$7.92M | 0.01% | 1040 |
|
|
2016
Q1 | $45.2M | Sell |
1,467,827
-1,453,019
| -50% | -$44.7M | 0.02% | 814 |
|
|
2015
Q4 | $97.8M | Buy |
2,920,846
+817,484
| +39% | +$27.4M | 0.04% | 476 |
|
|
2015
Q3 | $65.7M | Sell |
2,103,362
-42,539
| -2% | -$1.33M | 0.03% | 625 |
|
|
2015
Q2 | $80.4M | Buy |
2,145,901
+135,252
| +7% | +$5.07M | 0.03% | 598 |
|
|
2015
Q1 | $79.8M | Buy |
2,010,649
+10,051
| +0.5% | +$399K | 0.03% | 581 |
|
|
2014
Q4 | $79.1M | Sell |
2,000,598
-55,271
| -3% | -$2.18M | 0.03% | 556 |
|
|
2014
Q3 | $81.2M | Sell |
2,055,869
-340,514
| -14% | -$13.4M | 0.03% | 525 |
|
|
2014
Q2 | $90.5M | Sell |
2,396,383
-30,513
| -1% | -$1.15M | 0.04% | 510 |
|
|
2014
Q1 | $89.8M | Buy |
2,426,896
+154,555
| +7% | +$5.72M | 0.04% | 503 |
|
|
2013
Q4 | $82.7M | Buy |
2,272,341
+71,153
| +3% | +$2.59M | 0.04% | 522 |
|
|
2013
Q3 | $70.2M | Buy |
2,201,188
+9,168
| +0.4% | +$292K | 0.03% | 544 |
|
|
2013
Q2 | $69.7M | Buy |
+2,192,020
| New | +$69.7M | 0.04% | 512 |
|