AWM
Activest Wealth Management’s IQVIA IQV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.68K | Buy |
17
+8
| +89% | +$1.26K | ﹤0.01% | 642 |
|
|
2025
Q1 | $1.59K | Sell |
9
-126
| -93% | -$22.2K | ﹤0.01% | 697 |
|
|
2024
Q4 | $26.5K | Sell |
135
-265
| -66% | -$52.1K | 0.01% | 226 |
|
|
2024
Q3 | $94.8K | Buy |
+400
| New | +$94.8K | 0.03% | 125 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 615 |
|
|
2024
Q1 | – | Sell |
-150
| Closed | -$34.7K | – | 418 |
|
|
2023
Q4 | $34.7K | Buy |
+150
| New | +$34.7K | 0.02% | 114 |
|
|
2023
Q1 | – | Sell |
-458
| Closed | -$93.8K | – | 423 |
|
|
2022
Q4 | $93.8K | Hold |
458
| – | – | 0.03% | 139 |
|
|
2022
Q3 | $83K | Buy |
+458
| New | +$83K | 0.03% | 145 |
|