AE Wealth Management’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Buy |
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|
2025
Q1 | $883K | Buy |
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|
2024
Q4 | $550K | Sell |
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|
2024
Q3 | $3.64M | Sell |
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|
2024
Q2 | $3.25M | Buy |
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|
2024
Q1 | $3.52M | Sell |
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|
2023
Q4 | $6.33M | Sell |
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|
2023
Q3 | $6.56M | Buy |
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|
2023
Q2 | $5.84M | Sell |
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|
2023
Q1 | $9.79M | Buy |
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|
2022
Q4 | $8.62M | Buy |
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|
2022
Q3 | $2.97M | Buy |
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|
2022
Q2 | $750K | Buy |
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|
2022
Q1 | $758K | Buy |
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|
2021
Q4 | $789K | Sell |
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|
2021
Q3 | $3.17M | Buy |
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|
2021
Q2 | $2.98M | Buy |
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|
2021
Q1 | $2.04M | Buy |
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|
2020
Q4 | $1.7M | Buy |
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|
2020
Q3 | $1.49M | Buy |
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|
2020
Q2 | $1.19M | Buy |
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