AllSquare 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 | $49.2K | Buy |
312
+127
| +69% | +$20K | 0.03% | 227 |
|
|
2025
Q1 | $32.6K | Buy |
+185
| New | +$32.6K | 0.02% | 258 |
|
|
2024
Q4 | – | Sell |
-249
| Closed | -$59K | – | 546 |
|
|
2024
Q3 | $59K | Hold |
249
| – | – | 0.03% | 197 |
|
|
2024
Q2 | $52.6K | Buy |
249
+68
| +38% | +$14.4K | 0.03% | 200 |
|
|
2024
Q1 | $45.8K | Hold |
181
| – | – | 0.03% | 222 |
|
|
2023
Q4 | $41.9K | Hold |
181
| – | – | 0.03% | 226 |
|
|
2023
Q3 | $35.6K | Hold |
181
| – | – | 0.02% | 240 |
|
|
2023
Q2 | $36K | Hold |
181
| – | – | 0.02% | 244 |
|
|
2023
Q1 | $36K | Buy |
+181
| New | +$36K | 0.02% | 247 |
|