Ashton Thomas Private Wealth’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 |
-1,240
| Closed | -$219K | – | 852 |
|
|
2025
Q1 | $219K | Sell |
1,240
-94
| -7% | -$16.6K | 0.01% | 741 |
|
|
2024
Q4 | $262K | Buy |
+1,334
| New | +$262K | 0.01% | 662 |
|
|
2024
Q3 | – | Sell |
-774
| Closed | -$164K | – | 1223 |
|
|
2024
Q2 | $164K | Sell |
774
-657
| -46% | -$139K | 0.01% | 618 |
|
|
2024
Q1 | $362K | Sell |
1,431
-166
| -10% | -$42K | 0.02% | 468 |
|
|
2023
Q4 | $370K | Sell |
1,597
-41
| -3% | -$9.49K | 0.02% | 464 |
|
|
2023
Q3 | $322K | Sell |
1,638
-20
| -1% | -$3.94K | 0.02% | 464 |
|
|
2023
Q2 | $373K | Buy |
1,658
+306
| +23% | +$68.8K | 0.03% | 447 |
|
|
2023
Q1 | $269K | Sell |
1,352
-2
| -0.1% | -$398 | 0.02% | 437 |
|
|
2022
Q4 | $277K | Sell |
1,354
-75
| -5% | -$15.4K | 0.03% | 412 |
|
|
2022
Q3 | $259K | Sell |
1,429
-81
| -5% | -$14.7K | 0.03% | 406 |
|
|
2022
Q2 | $328K | Sell |
1,510
-2,475
| -62% | -$537K | 0.04% | 364 |
|
|
2022
Q1 | $921K | Sell |
3,985
-277
| -6% | -$64K | 0.08% | 260 |
|
|
2021
Q4 | $1.2M | Buy |
4,262
+184
| +5% | +$51.9K | 0.12% | 207 |
|
|
2021
Q3 | $977K | Buy |
4,078
+313
| +8% | +$75K | 0.14% | 161 |
|
|
2021
Q2 | $912K | Sell |
3,765
-1,826
| -33% | -$442K | 0.14% | 169 |
|
|
2021
Q1 | $1.08M | Sell |
5,591
-470
| -8% | -$90.8K | 0.18% | 134 |
|
|
2020
Q4 | $1.09M | Buy |
6,061
+1,222
| +25% | +$219K | 0.21% | 129 |
|
|
2020
Q3 | $763K | Buy |
4,839
+2,187
| +82% | +$345K | 0.19% | 131 |
|
|
2020
Q2 | $376K | Buy |
+2,652
| New | +$376K | 0.11% | 180 |
|