Alliance Wealth Advisors (Pennsylvania)’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $292K | Buy |
1,851
+345
| +23% | +$54.4K | 0.15% | 113 |
|
|
2025
Q1 | $266K | Sell |
1,506
-154
| -9% | -$27.2K | 0.15% | 116 |
|
|
2024
Q4 | $326K | Hold |
1,660
| – | – | 0.18% | 99 |
|
|
2024
Q3 | $393K | Sell |
1,660
-12
| -0.7% | -$2.84K | 0.22% | 82 |
|
|
2024
Q2 | $354K | Sell |
1,672
-96
| -5% | -$20.3K | 0.22% | 87 |
|
|
2024
Q1 | $447K | Sell |
1,768
-98
| -5% | -$24.8K | 0.28% | 67 |
|
|
2023
Q4 | $432K | Sell |
1,866
-170
| -8% | -$39.3K | 0.29% | 65 |
|
|
2023
Q3 | $401K | Buy |
2,036
+8
| +0.4% | +$1.57K | 0.29% | 66 |
|
|
2023
Q2 | $456K | Hold |
2,028
| – | – | 0.32% | 62 |
|
|
2023
Q1 | $403K | Sell |
2,028
-108
| -5% | -$21.5K | 0.3% | 70 |
|
|
2022
Q4 | $438K | Buy |
2,136
+5
| +0.2% | +$1.02K | 0.36% | 60 |
|
|
2022
Q3 | $386K | Sell |
2,131
-65
| -3% | -$11.8K | 0.36% | 59 |
|
|
2022
Q2 | $477K | Buy |
2,196
+20
| +0.9% | +$4.34K | 0.41% | 56 |
|
|
2022
Q1 | $503K | Buy |
2,176
+215
| +11% | +$49.7K | 0.42% | 58 |
|
|
2021
Q4 | $553K | Buy |
1,961
+29
| +2% | +$8.18K | 0.45% | 57 |
|
|
2021
Q3 | $463K | Buy |
1,932
+19
| +1% | +$4.55K | 0.41% | 61 |
|
|
2021
Q2 | $464K | Buy |
1,913
+137
| +8% | +$33.2K | 0.42% | 60 |
|
|
2021
Q1 | $343K | Buy |
+1,776
| New | +$343K | 0.34% | 71 |
|