Abound Wealth Management’s IQVIA IQV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.84K Hold
18
﹤0.01% 693
2025
Q1
$3.17K Sell
18
-1
-5% -$176 ﹤0.01% 631
2024
Q4
$3.83K Sell
19
-3
-14% -$605 ﹤0.01% 581
2024
Q3
$5.3K Hold
22
﹤0.01% 540
2024
Q2
$4.73K Hold
22
﹤0.01% 513
2024
Q1
$5.66K Sell
22
-2
-8% -$515 ﹤0.01% 489
2023
Q4
$5.55K Sell
24
-7
-23% -$1.62K ﹤0.01% 476
2023
Q3
$6.1K Buy
31
+2
+7% +$394 ﹤0.01% 424
2023
Q2
$6.52K Hold
29
﹤0.01% 429
2023
Q1
$5.77K Buy
29
+16
+123% +$3.18K ﹤0.01% 372
2022
Q4
$2.66K Sell
13
-32
-71% -$6.56K ﹤0.01% 491
2022
Q3
$8.15K Buy
+45
New +$8.15K ﹤0.01% 296