Aprio 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 | $295K | Buy |
1,869
+5
| +0.3% | +$788 | 0.03% | 296 |
|
|
2025
Q1 | $329K | Buy |
1,864
+609
| +49% | +$107K | 0.04% | 252 |
|
|
2024
Q4 | $247K | Sell |
1,255
-292
| -19% | -$57.4K | 0.04% | 254 |
|
|
2024
Q3 | $367K | Buy |
1,547
+278
| +22% | +$65.9K | 0.06% | 163 |
|
|
2024
Q2 | $268K | Hold |
1,269
| – | – | 0.05% | 188 |
|
|
2024
Q1 | $321K | Buy |
1,269
+20
| +2% | +$5.06K | 0.06% | 146 |
|
|
2023
Q4 | $289K | Hold |
1,249
| – | – | 0.06% | 137 |
|
|
2023
Q3 | $246K | Sell |
1,249
-13
| -1% | -$2.56K | 0.07% | 136 |
|
|
2023
Q2 | $284K | Buy |
1,262
+6
| +0.5% | +$1.35K | 0.08% | 111 |
|
|
2023
Q1 | $250K | Buy |
1,256
+178
| +17% | +$35.4K | 0.08% | 118 |
|
|
2022
Q4 | $221K | Sell |
1,078
-35
| -3% | -$7.17K | 0.08% | 114 |
|
|
2022
Q3 | $202K | Sell |
1,113
-140
| -11% | -$25.4K | 0.08% | 105 |
|
|
2022
Q2 | $272K | Sell |
1,253
-193
| -13% | -$41.9K | 0.11% | 78 |
|
|
2022
Q1 | $334K | Sell |
1,446
-114
| -7% | -$26.3K | 0.13% | 63 |
|
|
2021
Q4 | $440K | Sell |
1,560
-50
| -3% | -$14.1K | 0.18% | 46 |
|
|
2021
Q3 | $386K | Hold |
1,610
| – | – | 0.18% | 47 |
|
|
2021
Q2 | $390K | Buy |
+1,610
| New | +$390K | 0.18% | 46 |
|
|
2020
Q4 | $306K | Sell |
1,710
-80
| -4% | -$14.3K | 0.2% | 40 |
|
|
2020
Q3 | $282K | Sell |
1,790
-180
| -9% | -$28.4K | 0.2% | 54 |
|
|
2020
Q2 | $280K | Sell |
1,970
-200
| -9% | -$28.4K | 0.27% | 48 |
|
|
2020
Q1 | $234K | Sell |
2,170
-8
| -0.4% | -$863 | 0.3% | 50 |
|
|
2019
Q4 | $337K | Buy |
+2,178
| New | +$337K | 0.25% | 48 |
|