Allworth Financial’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $153K | Buy |
970
+293
| +43% | +$46.2K | ﹤0.01% | 1296 |
|
|
2025
Q1 | $102K | Sell |
677
-283
| -29% | -$42.7K | ﹤0.01% | 1218 |
|
|
2024
Q4 | $197K | Buy |
960
+22
| +2% | +$4.52K | ﹤0.01% | 950 |
|
|
2024
Q3 | $222K | Buy |
938
+6
| +0.6% | +$1.42K | ﹤0.01% | 787 |
|
|
2024
Q2 | $209K | Buy |
932
+168
| +22% | +$37.7K | ﹤0.01% | 802 |
|
|
2024
Q1 | $193K | Buy |
764
+165
| +28% | +$41.7K | ﹤0.01% | 798 |
|
|
2023
Q4 | $139K | Sell |
599
-91
| -13% | -$21.1K | ﹤0.01% | 836 |
|
|
2023
Q3 | $136K | Buy |
690
+26
| +4% | +$5.12K | ﹤0.01% | 777 |
|
|
2023
Q2 | $149K | Buy |
664
+107
| +19% | +$24.1K | ﹤0.01% | 766 |
|
|
2023
Q1 | $111K | Buy |
557
+336
| +152% | +$66.8K | ﹤0.01% | 821 |
|
|
2022
Q4 | $45.3K | Buy |
221
+59
| +36% | +$12.1K | ﹤0.01% | 1050 |
|
|
2022
Q3 | $29K | Sell |
162
-155
| -49% | -$27.7K | ﹤0.01% | 1150 |
|
|
2022
Q2 | $69K | Buy |
317
+43
| +16% | +$9.36K | ﹤0.01% | 805 |
|
|
2022
Q1 | $63K | Buy |
274
+127
| +86% | +$29.2K | ﹤0.01% | 830 |
|
|
2021
Q4 | $41K | Buy |
147
+21
| +17% | +$5.86K | ﹤0.01% | 894 |
|
|
2021
Q3 | $30K | Buy |
126
+53
| +73% | +$12.6K | ﹤0.01% | 913 |
|
|
2021
Q2 | $18K | Hold |
73
| – | – | ﹤0.01% | 881 |
|
|
2021
Q1 | $14K | Hold |
73
| – | – | ﹤0.01% | 884 |
|
|
2020
Q4 | $13K | Buy |
+73
| New | +$13K | ﹤0.01% | 774 |
|