Atria Wealth Solutions’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 |
-1,812
| Closed | -$319K | – | 1690 |
|
|
2025
Q1 | $319K | Buy |
1,812
+96
| +6% | +$16.9K | ﹤0.01% | 1428 |
|
|
2024
Q4 | $337K | Sell |
1,716
-831
| -33% | -$163K | ﹤0.01% | 1453 |
|
|
2024
Q3 | $604K | Sell |
2,547
-876
| -26% | -$208K | 0.01% | 1136 |
|
|
2024
Q2 | $724K | Sell |
3,423
-1,982
| -37% | -$419K | 0.01% | 1037 |
|
|
2024
Q1 | $1.37M | Buy |
5,405
+175
| +3% | +$44.3K | 0.02% | 772 |
|
|
2023
Q4 | $1.21M | Sell |
5,230
-168
| -3% | -$38.9K | 0.02% | 780 |
|
|
2023
Q3 | $1.06M | Buy |
5,398
+100
| +2% | +$19.7K | 0.01% | 780 |
|
|
2023
Q2 | $1.19M | Buy |
5,298
+1,878
| +55% | +$422K | 0.02% | 763 |
|
|
2023
Q1 | $680K | Sell |
3,420
-210
| -6% | -$41.8K | 0.01% | 973 |
|
|
2022
Q4 | $744K | Buy |
3,630
+54
| +2% | +$11.1K | 0.01% | 890 |
|
|
2022
Q3 | $648K | Sell |
3,576
-26
| -0.7% | -$4.71K | 0.01% | 893 |
|
|
2022
Q2 | $782K | Buy |
3,602
+1,444
| +67% | +$313K | 0.01% | 782 |
|
|
2022
Q1 | $499K | Buy |
+2,158
| New | +$499K | 0.01% | 1070 |
|