Zurich Cantonal Bank’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Buy |
84,069
+8,685
| +12% | +$137K | ﹤0.01% | 1089 |
|
|
2025
Q1 | $1.14M | Sell |
75,384
-2,361
| -3% | -$35.8K | ﹤0.01% | 1087 |
|
|
2024
Q4 | $1.36M | Buy |
77,745
+7,076
| +10% | +$124K | ﹤0.01% | 1045 |
|
|
2024
Q3 | $1.24M | Buy |
70,669
+5,878
| +9% | +$103K | ﹤0.01% | 1017 |
|
|
2024
Q2 | $969K | Buy |
64,791
+3,232
| +5% | +$48.4K | ﹤0.01% | 1085 |
|
|
2024
Q1 | $1.02M | Sell |
61,559
-5,718
| -8% | -$94.9K | ﹤0.01% | 1060 |
|
|
2023
Q4 | $1.2M | Sell |
67,277
-707,107
| -91% | -$12.6M | ﹤0.01% | 970 |
|
|
2023
Q3 | $11.2M | Buy |
774,384
+242,836
| +46% | +$3.53M | 0.05% | 323 |
|
|
2023
Q2 | $8.94M | Buy |
531,548
+451,681
| +566% | +$7.59M | 0.04% | 382 |
|
|
2023
Q1 | $1.31M | Buy |
79,867
+11,927
| +18% | +$196K | 0.01% | 795 |
|
|
2022
Q4 | $1.22M | Sell |
67,940
-58,172
| -46% | -$1.05M | 0.01% | 804 |
|
|
2022
Q3 | $1.73M | Hold |
126,112
| – | – | 0.01% | 705 |
|
|
2022
Q2 | $2.03M | Sell |
126,112
-4,251
| -3% | -$68.6K | 0.01% | 672 |
|
|
2022
Q1 | $3.01M | Sell |
130,363
-73,788
| -36% | -$1.7M | 0.01% | 628 |
|
|
2021
Q4 | $4.7M | Sell |
204,151
-61,838
| -23% | -$1.42M | 0.02% | 542 |
|
|
2021
Q3 | $6.41M | Buy |
265,989
+82,439
| +45% | +$1.99M | 0.03% | 439 |
|
|
2021
Q2 | $4.91M | Sell |
183,550
-56,982
| -24% | -$1.52M | 0.03% | 496 |
|
|
2021
Q1 | $6.07M | Buy |
240,532
+10,976
| +5% | +$277K | 0.04% | 430 |
|
|
2020
Q4 | $4M | Sell |
229,556
-5,178
| -2% | -$90.2K | 0.02% | 548 |
|
|
2020
Q3 | $2.68M | Buy |
234,734
+5,214
| +2% | +$59.5K | 0.02% | 615 |
|
|
2020
Q2 | $2.47M | Buy |
229,520
+127,701
| +125% | +$1.37M | 0.02% | 573 |
|
|
2020
Q1 | $925K | Buy |
101,819
+5,646
| +6% | +$51.3K | 0.01% | 756 |
|
|
2019
Q4 | $1.73M | Sell |
96,173
-26,897
| -22% | -$484K | 0.01% | 705 |
|
|
2019
Q3 | $2.09M | Hold |
123,070
| – | – | 0.02% | 651 |
|
|
2019
Q2 | $2.52M | Buy |
123,070
+25,633
| +26% | +$524K | 0.02% | 588 |
|
|
2019
Q1 | $1.88M | Buy |
97,437
+6,358
| +7% | +$123K | 0.02% | 648 |
|
|
2018
Q4 | $1.53M | Buy |
91,079
+15,846
| +21% | +$265K | 0.02% | 673 |
|
|
2018
Q3 | $1.72M | Sell |
75,233
-2,548
| -3% | -$58.3K | 0.01% | 693 |
|
|
2018
Q2 | $2.07M | Sell |
77,781
-3,641
| -4% | -$96.7K | 0.02% | 641 |
|
|
2018
Q1 | $2.61M | Sell |
81,422
-27,374
| -25% | -$876K | 0.02% | 563 |
|
|
2017
Q4 | $3.98M | Buy |
108,796
+27,374
| +34% | +$1M | 0.04% | 462 |
|
|
2017
Q3 | $2.85M | Hold |
81,422
| – | – | 0.03% | 536 |
|
|
2017
Q2 | $2.87M | Sell |
81,422
-4,392
| -5% | -$155K | 0.03% | 538 |
|
|
2017
Q1 | $2.63M | Buy |
85,814
+2,125
| +3% | +$65.1K | 0.03% | 561 |
|
|
2016
Q4 | $2.54M | Sell |
83,689
-14,407
| -15% | -$437K | 0.03% | 566 |
|
|
2016
Q3 | $3.07M | Sell |
98,096
-116,348
| -54% | -$3.64M | 0.03% | 518 |
|
|
2016
Q2 | $5.48M | Sell |
214,444
-12,338
| -5% | -$315K | 0.07% | 300 |
|
|
2016
Q1 | $6.98M | Buy |
226,782
+2,862
| +1% | +$88.1K | 0.09% | 231 |
|
|
2015
Q4 | $7.5M | Sell |
223,920
-16,831
| -7% | -$564K | 0.09% | 210 |
|
|
2015
Q3 | $7.52M | Buy |
240,751
+16,999
| +8% | +$531K | 0.11% | 184 |
|
|
2015
Q2 | $8.39M | Sell |
223,752
-6,312
| -3% | -$237K | 0.12% | 176 |
|
|
2015
Q1 | $9.13M | Buy |
230,064
+174,709
| +316% | +$6.93M | 0.13% | 171 |
|
|
2014
Q4 | $2.19M | Buy |
55,355
+6,653
| +14% | +$263K | 0.07% | 351 |
|
|
2014
Q3 | $1.92M | Buy |
48,702
+17,500
| +56% | +$691K | 0.06% | 362 |
|
|
2014
Q2 | $1.18M | Buy |
31,202
+2,969
| +11% | +$112K | 0.03% | 515 |
|
|
2014
Q1 | $1.05M | Buy |
28,233
+3,193
| +13% | +$118K | 0.03% | 514 |
|
|
2013
Q4 | $911K | Buy |
25,040
+2,041
| +9% | +$74.3K | 0.03% | 497 |
|
|
2013
Q3 | $734K | Hold |
22,999
| – | – | 0.03% | 521 |
|
|
2013
Q2 | $731K | Buy |
+22,999
| New | +$731K | 0.03% | 490 |
|