Accretive Wealth Partners’s IQVIA IQV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$208K Buy
2024
Q4
Sell
2024
Q3
$230K Hold
2024
Q2
$205K Hold
2024
Q1
$217K Sell
2023
Q4
$257K Hold
2023
Q3
$218K Sell
2023
Q2
$294K Hold
2023
Q1
$261K Hold
2022
Q4
$268K Hold
2022
Q3
$237K Hold
2022
Q2
$284K Hold
2022
Q1
$303K Hold
2021
Q4
$370K Hold
2021
Q3
$314K Hold
2021
Q2
$317K Buy