Archford Capital Strategies’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $435K | Sell |
2,760
-888
| -24% | -$140K | 0.06% | 236 |
|
|
2025
Q1 | $643K | Sell |
3,648
-8,320
| -70% | -$1.47M | 0.09% | 185 |
|
|
2024
Q4 | $2.35M | Buy |
11,968
+511
| +4% | +$100K | 0.36% | 71 |
|
|
2024
Q3 | $2.67M | Buy |
11,457
+354
| +3% | +$82.6K | 0.4% | 63 |
|
|
2024
Q2 | $2.35M | Buy |
11,103
+378
| +4% | +$79.9K | 0.38% | 66 |
|
|
2024
Q1 | $2.71M | Sell |
10,725
-61
| -0.6% | -$15.4K | 0.46% | 60 |
|
|
2023
Q4 | $2.5M | Buy |
10,786
+495
| +5% | +$115K | 0.46% | 56 |
|
|
2023
Q3 | $2.02M | Sell |
10,291
-62
| -0.6% | -$12.2K | 0.41% | 62 |
|
|
2023
Q2 | $2.36M | Sell |
10,353
-265
| -2% | -$60.5K | 0.45% | 54 |
|
|
2023
Q1 | $2.09M | Buy |
10,618
+388
| +4% | +$76.5K | 0.44% | 54 |
|
|
2022
Q4 | $2.1M | Buy |
10,230
+388
| +4% | +$79.5K | 0.48% | 48 |
|
|
2022
Q3 | $1.78M | Buy |
9,842
+191
| +2% | +$34.6K | 0.46% | 52 |
|
|
2022
Q2 | $2.09M | Buy |
9,651
+696
| +8% | +$151K | 0.53% | 41 |
|
|
2022
Q1 | $2.14M | Buy |
8,955
+1,803
| +25% | +$430K | 0.48% | 45 |
|
|
2021
Q4 | $2.02M | Buy |
7,152
+312
| +5% | +$88K | 0.46% | 46 |
|
|
2021
Q3 | $1.64M | Buy |
6,840
+422
| +7% | +$101K | 0.39% | 59 |
|
|
2021
Q2 | $1.56M | Buy |
6,418
+353
| +6% | +$85.5K | 0.39% | 60 |
|
|
2021
Q1 | $1.3M | Buy |
6,065
+103
| +2% | +$22.1K | 0.35% | 76 |
|
|
2020
Q4 | $1.14M | Buy |
5,962
+69
| +1% | +$13.2K | 0.26% | 112 |
|
|
2020
Q3 | $929K | Buy |
5,893
+1
| +0% | +$158 | 0.25% | 115 |
|
|
2020
Q2 | $836K | Buy |
5,892
+597
| +11% | +$84.7K | 0.25% | 119 |
|
|
2020
Q1 | $571K | Buy |
5,295
+1,275
| +32% | +$137K | 0.22% | 132 |
|
|
2019
Q4 | $621K | Buy |
4,020
+4
| +0.1% | +$618 | 0.21% | 138 |
|
|
2019
Q3 | $600K | Buy |
4,016
+139
| +4% | +$20.8K | 0.22% | 132 |
|
|
2019
Q2 | $624K | Buy |
3,877
+67
| +2% | +$10.8K | 0.23% | 129 |
|
|
2019
Q1 | $548K | Buy |
3,810
+164
| +4% | +$23.6K | 0.2% | 142 |
|
|
2018
Q4 | $424K | Buy |
3,646
+383
| +12% | +$44.5K | 0.17% | 154 |
|
|
2018
Q3 | $423K | Buy |
3,263
+121
| +4% | +$15.7K | 0.15% | 163 |
|
|
2018
Q2 | $314K | Buy |
+3,142
| New | +$314K | 0.11% | 181 |
|
|
2017
Q4 | – | Sell |
-2,297
| Closed | -$218K | – | 193 |
|
|
2017
Q3 | $218K | Buy |
+2,297
| New | +$218K | 0.08% | 185 |
|
|
2017
Q2 | – | Sell |
-1,983
| Closed | -$160K | – | 397 |
|
|
2017
Q1 | $160K | Buy |
+1,983
| New | +$160K | 0.06% | 203 |
|