Arkadios Wealth Advisors’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $301K | Buy |
+1,909
| New | +$301K | 0.01% | 1033 |
|
|
2024
Q4 | – | Sell |
-1,000
| Closed | -$237K | – | 960 |
|
|
2024
Q3 | $237K | Buy |
1,000
+41
| +4% | +$9.71K | 0.01% | 782 |
|
|
2024
Q2 | $203K | Buy |
959
+13
| +1% | +$2.75K | 0.01% | 764 |
|
|
2024
Q1 | $239K | Sell |
946
-72
| -7% | -$18.2K | 0.02% | 603 |
|
|
2023
Q4 | $236K | Sell |
1,018
-18
| -2% | -$4.17K | 0.02% | 607 |
|
|
2023
Q3 | $204K | Buy |
1,036
+14
| +1% | +$2.76K | 0.02% | 617 |
|
|
2023
Q2 | $230K | Sell |
1,022
-256
| -20% | -$57.5K | 0.03% | 524 |
|
|
2023
Q1 | $254K | Sell |
1,278
-84
| -6% | -$16.7K | 0.03% | 483 |
|
|
2022
Q4 | $279K | Buy |
1,362
+7
| +0.5% | +$1.43K | 0.04% | 428 |
|
|
2022
Q3 | $245K | Buy |
1,355
+70
| +5% | +$12.7K | 0.04% | 427 |
|
|
2022
Q2 | $279K | Sell |
1,285
-91
| -7% | -$19.8K | 0.04% | 412 |
|
|
2022
Q1 | $318K | Buy |
1,376
+195
| +17% | +$45.1K | 0.04% | 410 |
|
|
2021
Q4 | $333K | Buy |
1,181
+213
| +22% | +$60.1K | 0.04% | 412 |
|
|
2021
Q3 | $231K | Sell |
968
-110
| -10% | -$26.3K | 0.03% | 466 |
|
|
2021
Q2 | $261K | Buy |
1,078
+749
| +228% | +$181K | 0.03% | 477 |
|
|
2021
Q1 | $63K | Buy |
329
+14
| +4% | +$2.68K | 0.01% | 631 |
|
|
2020
Q4 | $56K | Sell |
315
-718
| -70% | -$128K | 0.01% | 533 |
|
|
2020
Q3 | $170K | Sell |
1,033
-36
| -3% | -$5.92K | 0.09% | 201 |
|
|
2020
Q2 | $158K | Buy |
1,069
+961
| +890% | +$142K | 0.09% | 182 |
|
|
2020
Q1 | $11.6K | Buy |
+108
| New | +$11.6K | 0.01% | 606 |
|