AE 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 | $1.15M | Buy |
7,323
+2,314
| +46% | +$365K | 0.01% | 689 |
|
|
2025
Q1 | $883K | Buy |
5,009
+2,211
| +79% | +$390K | 0.01% | 740 |
|
|
2024
Q4 | $550K | Sell |
2,798
-12,544
| -82% | -$2.47M | ﹤0.01% | 877 |
|
|
2024
Q3 | $3.64M | Sell |
15,342
-20
| -0.1% | -$4.74K | 0.03% | 396 |
|
|
2024
Q2 | $3.25M | Buy |
15,362
+1,431
| +10% | +$303K | 0.03% | 420 |
|
|
2024
Q1 | $3.52M | Sell |
13,931
-15,349
| -52% | -$3.88M | 0.04% | 374 |
|
|
2023
Q4 | $6.33M | Sell |
29,280
-4,080
| -12% | -$882K | 0.03% | 528 |
|
|
2023
Q3 | $6.56M | Buy |
33,360
+7,366
| +28% | +$1.45M | 0.04% | 471 |
|
|
2023
Q2 | $5.84M | Sell |
25,994
-23,233
| -47% | -$5.22M | 0.04% | 493 |
|
|
2023
Q1 | $9.79M | Buy |
49,227
+7,153
| +17% | +$1.42M | 0.06% | 348 |
|
|
2022
Q4 | $8.62M | Buy |
42,074
+25,693
| +157% | +$5.26M | 0.06% | 355 |
|
|
2022
Q3 | $2.97M | Buy |
16,381
+12,924
| +374% | +$2.34M | 0.02% | 575 |
|
|
2022
Q2 | $750K | Buy |
3,457
+177
| +5% | +$38.4K | 0.01% | 990 |
|
|
2022
Q1 | $758K | Buy |
3,280
+485
| +17% | +$112K | 0.01% | 1030 |
|
|
2021
Q4 | $789K | Sell |
2,795
-10,454
| -79% | -$2.95M | 0.01% | 1044 |
|
|
2021
Q3 | $3.17M | Buy |
13,249
+947
| +8% | +$227K | 0.03% | 499 |
|
|
2021
Q2 | $2.98M | Buy |
12,302
+1,750
| +17% | +$424K | 0.03% | 512 |
|
|
2021
Q1 | $2.04M | Buy |
10,552
+1,049
| +11% | +$203K | 0.02% | 560 |
|
|
2020
Q4 | $1.7M | Buy |
9,503
+64
| +0.7% | +$11.5K | 0.02% | 547 |
|
|
2020
Q3 | $1.49M | Buy |
9,439
+1,028
| +12% | +$162K | 0.02% | 515 |
|
|
2020
Q2 | $1.19M | Buy |
+8,411
| New | +$1.19M | 0.02% | 560 |
|