Geo Wealth Management, LLC Invesco Actively Transaction History

Geo Wealth Management, LLC

$2.73 Billion
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 13, 2023	SELL	$80.1 - $92.51 $160 - $185	-2 Reduced 66.67%	1 $0
Q3 2022 Nov 14, 2022	SELL	$83.76 - $106.61 $5,863 - $7,462	-70 Reduced 95.89%	3 $0
Q2 2022 Aug 12, 2022	SELL	$91.8 - $116.42 $217,749 - $276,148	-2,372 Reduced 97.01%	73 $7,000
Q1 2022 May 13, 2022	SELL	$101.92 - $118.93 $502,567 - $586,443	-4,931 Reduced 66.85%	2,445 $271,000
Q4 2021 Feb 14, 2022	SELL	$103.68 - $120.11 $521,510 - $604,153	-5,030 Reduced 40.54%	7,376 $884,000
Q3 2021 Nov 12, 2021	SELL	$103.12 - $113.01 $3.29 Million - $3.6 Million	-31,883 Reduced 71.99%	12,406 $1.28 Million
Q2 2021 Aug 17, 2021	BUY	$95.16 - $107.21 $327,540 - $369,016	3,442 Added 8.43%	44,289 $4.59 Million
Q1 2021 May 13, 2021	BUY	$83.36 - $94.33 $349,611 - $395,620	4,194 Added 11.44%	40,847 $3.82 Million
Q4 2020 Feb 12, 2021	BUY	$77.92 - $88.18 $227,916 - $257,926	2,925 Added 8.67%	36,653 $3.18 Million
Q3 2020 Nov 13, 2020	BUY	$77.74 - $85.51 $1.42 Million - $1.56 Million	18,264 Added 118.11%	33,728 $2.72 Million
Q2 2020 Aug 14, 2020	BUY	$66.23 - $88.56 $1.02 Million - $1.37 Million	15,464 New	15,464 $1.25 Million

Others Institutions Holding PSR

# of Institutions

55

Shares Held

356K

Call Options Held

0

Put Options Held

0

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