Angeles 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 | – | Sell |
-1,372
| Closed | -$242K | – | 437 |
|
|
2025
Q1 | $242K | Sell |
1,372
-126
| -8% | -$22.2K | 0.02% | 253 |
|
|
2024
Q4 | $294K | Sell |
1,498
-102
| -6% | -$20K | 0.02% | 216 |
|
|
2024
Q3 | $379K | Buy |
1,600
+64
| +4% | +$15.2K | 0.03% | 165 |
|
|
2024
Q2 | $325K | Buy |
1,536
+9
| +0.6% | +$1.9K | 0.03% | 164 |
|
|
2024
Q1 | $386K | Buy |
1,527
+78
| +5% | +$19.7K | 0.04% | 141 |
|
|
2023
Q4 | $335K | Sell |
1,449
-67
| -4% | -$15.5K | 0.04% | 140 |
|
|
2023
Q3 | $298K | Buy |
1,516
+27
| +2% | +$5.31K | 0.04% | 130 |
|
|
2023
Q2 | $335K | Buy |
1,489
+19
| +1% | +$4.27K | 0.05% | 130 |
|
|
2023
Q1 | $292K | Sell |
1,470
-1
| -0.1% | -$199 | 0.04% | 139 |
|
|
2022
Q4 | $301K | Sell |
1,471
-52
| -3% | -$10.7K | 0.05% | 126 |
|
|
2022
Q3 | $276K | Buy |
1,523
+23
| +2% | +$4.17K | 0.05% | 127 |
|
|
2022
Q2 | $325K | Hold |
1,500
| – | – | 0.06% | 125 |
|
|
2022
Q1 | $347K | Buy |
+1,500
| New | +$347K | 0.07% | 123 |
|