Destination Wealth Management Invesco California Amt Free Mu Transaction History

Destination Wealth Management

$3.3 Billion
Q2 2025

A detailed history of Destination Wealth Management transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Destination Wealth Management holds 35,256 shares of PWZ stock, worth $857,425. This represents 0.02% of its overall portfolio holdings.

Number of Shares

35,256

Previous 35,256 -0.0%

Holding current value

$857,425

Previous $840,000 2.14%

% of portfolio

0.02%

Previous 0.03%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$23.68 - $24.72 $68,600 - $71,613	2,897 Added 8.95%	35,256 $840,000
Q4 2024 Feb 06, 2025	BUY	$24.49 - $25.25 $152,842 - $157,585	6,241 Added 23.9%	32,359 $799,000
Q3 2024 Nov 25, 2024	BUY	$24.63 - $25.25 $12,315 - $12,625	500 Added 1.95%	26,118 $655,000
Q2 2024 Jul 24, 2024	BUY	$24.26 - $25.06 $254,487 - $262,879	10,490 Added 69.34%	25,618 $631,000
Q1 2024 May 14, 2024	BUY	$24.83 - $25.24 $375,628 - $381,830	15,128 New	15,128 $376,000
Q1 2022 May 12, 2022	SELL	$25.72 - $27.89 $151,465 - $164,244	-5,889 Reduced 21.45%	21,563 $556,000
Q4 2021 Feb 04, 2022	BUY	$27.55 - $27.98 $213,181 - $216,509	7,738 Added 39.25%	27,452 $766,000
Q3 2021 Oct 25, 2021	SELL	$27.75 - $28.35 $148,240 - $151,445	-5,342 Reduced 21.32%	19,714 $547,000
Q1 2021 May 05, 2021	BUY	$27.43 - $28.28 $170,751 - $176,043	6,225 Added 33.06%	25,056 $693,000
Q4 2020 Feb 11, 2021	BUY	$27.31 - $28.08 $32,471 - $33,387	1,189 Added 6.74%	18,831 $527,000
Q1 2020 May 13, 2020	SELL	$24.58 - $28.35 $1,056 - $1,219	-43 Reduced 0.24%	17,642 $476,000
Q4 2019 Feb 12, 2020	SELL	$27.1 - $27.57 $840 - $854	-31 Reduced 0.17%	17,685 $484,000
Q3 2019 Nov 13, 2019	BUY	$26.89 - $27.69 $88,710 - $91,349	3,299 Added 22.88%	17,716 $485,000
Q2 2019 Jul 19, 2019	BUY	$26.2 - $26.94 $203,233 - $208,973	7,757 Added 116.47%	14,417 $387,000
Q2 2018 Jul 31, 2018	BUY	$25.43 - $26.03 $169,363 - $173,359	6,660 New	6,660 $172,000

Others Institutions Holding PWZ

# of Institutions

123

Shares Held

23.1M

Call Options Held

44.5K

Put Options Held

18.6K

View Full List

About INVESCO CALIFORNIA AMT-FREE MU

Ticker PWZ
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Destination Wealth Management Invesco California Amt Free Mu Transaction History