Gerber Kawasaki Wealth & Investment Management Invesco California Amt Free Mu Transaction History

Gerber Kawasaki Wealth & Investment Management

  • $2.21 Billion
  • Q1 2025

A detailed history of Gerber Kawasaki Wealth & Investment Management transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Gerber Kawasaki Wealth & Investment Management holds 1,312,859 shares of PWZ stock, worth $30.9 Million. This represents 1.42% of its overall portfolio holdings.

Number of Shares
1,312,859
Previous 1,230,304 6.71%
Holding current value
$30.9 Million
Previous $30.4 Million 3.04%
% of portfolio
1.42%
Previous 1.33%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$23.68 - $24.72 $1.95 Million - $2.04 Million
82,555 Added 6.71%
1,312,859 $31.3 Million
Q4 2024

Feb 14, 2025
BUY
$24.49 - $25.25 $1.57 Million - $1.62 Million
64,303 Added 5.51%
1,230,304 $30.4 Million
Q3 2024

Nov 13, 2024
BUY
$24.63 - $25.25 $3.48 Million - $3.57 Million
141,442 Added 13.81%
1,166,001 $29.2 Million
Q2 2024

Aug 13, 2024
BUY
$24.26 - $25.06 $1.34 Million - $1.39 Million
55,382 Added 5.71%
1,024,559 $25.3 Million
Q1 2024

May 13, 2024
BUY
$24.83 - $25.24 $2.63 Million - $2.68 Million
106,001 Added 12.28%
969,177 $24.1 Million
Q4 2023

Feb 12, 2024
BUY
$22.61 - $25.09 $2.24 Million - $2.48 Million
99,008 Added 12.96%
863,176 $21.6 Million
Q3 2023

Nov 14, 2023
BUY
$23.35 - $24.92 $4.66 Million - $4.97 Million
199,429 Added 35.31%
764,168 $17.9 Million
Q2 2023

Aug 10, 2023
BUY
$24.07 - $25.07 $6.67 Million - $6.95 Million
277,082 Added 96.32%
564,739 $13.9 Million
Q1 2023

May 15, 2023
BUY
$24.04 - $25.03 $1.73 Million - $1.8 Million
71,856 Added 33.3%
287,657 $7.13 Million
Q4 2022

Feb 08, 2023
SELL
$22.71 - $24.56 $6.24 Million - $6.75 Million
-274,644 Reduced 56.0%
215,801 $5.21 Million
Q3 2022

Nov 14, 2022
BUY
$23.11 - $25.32 $2.67 Million - $2.93 Million
115,643 Added 30.85%
490,445 $11.4 Million
Q2 2022

Aug 04, 2022
BUY
$23.81 - $25.88 $3.25 Million - $3.53 Million
136,564 Added 57.32%
374,802 $9.12 Million
Q1 2022

May 12, 2022
SELL
$25.72 - $27.89 $175,847 - $190,683
-6,837 Reduced 2.79%
238,238 $6.15 Million
Q4 2021

Feb 11, 2022
SELL
$27.55 - $27.98 $189,351 - $192,306
-6,873 Reduced 2.73%
245,075 $6.84 Million
Q3 2021

Nov 15, 2021
BUY
$27.75 - $28.35 $6.99 Million - $7.14 Million
251,948 New
251,948 $6.99 Million
Q2 2021

Aug 11, 2021
SELL
$27.71 - $28.3 $5.66 Million - $5.78 Million
-204,351 Closed
0 $0
Q1 2021

May 07, 2021
BUY
$27.43 - $28.28 $658,758 - $679,172
24,016 Added 13.32%
204,351 $5.65 Million
Q4 2020

Feb 09, 2021
BUY
$27.31 - $28.08 $4.92 Million - $5.06 Million
180,335 New
180,335 $5.05 Million
Q3 2020

Nov 02, 2020
SELL
$27.27 - $28.09 $4.07 Million - $4.19 Million
-149,128 Closed
0 $0
Q2 2020

Aug 10, 2020
BUY
$25.52 - $27.41 $1.31 Million - $1.4 Million
51,200 Added 52.28%
149,128 $4.07 Million
Q1 2020

May 05, 2020
BUY
$24.58 - $28.35 $104,465 - $120,487
4,250 Added 4.54%
97,928 $2.64 Million
Q4 2019

Feb 06, 2020
SELL
$27.1 - $27.57 $27,560 - $28,038
-1,017 Reduced 1.07%
93,678 $2.56 Million
Q3 2019

Nov 07, 2019
BUY
$26.89 - $27.69 $312,999 - $322,311
11,640 Added 14.01%
94,695 $2.59 Million
Q2 2019

Aug 09, 2019
BUY
$26.2 - $26.94 $193,670 - $199,140
7,392 Added 9.77%
83,055 $2.23 Million
Q1 2019

May 07, 2019
BUY
$25.62 - $26.39 $74,298 - $76,531
2,900 Added 3.99%
75,663 $1.99 Million
Q4 2018

Feb 08, 2019
BUY
$25.05 - $25.8 $560,368 - $577,146
22,370 Added 44.39%
72,763 $1.88 Million
Q3 2018

Nov 06, 2018
SELL
$25.39 - $26.0 $25,390 - $26,000
-1,000 Reduced 1.95%
50,393 $1.28 Million
Q2 2018

Aug 03, 2018
BUY
$25.43 - $26.03 $1.31 Million - $1.34 Million
51,393 New
51,393 $1.33 Million

Others Institutions Holding PWZ

# of Institutions
129
Shares Held
20.7M
Call Options Held
12.9K
Put Options Held
0
View Full List

About INVESCO CALIFORNIA AMT-FREE MU

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