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Atria Wealth Solutions’s IQVIA IQV Stock Holding History

Atria Wealth Solutions’s Portfolio IQV Stock Details IQV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,812
Closed -$319K – 1693
2025
Q1 		$319K Buy
1,812
+96
+6% +$18.6K ﹤0.01% 1437
2024
Q4 		$337K Sell
1,716
-831
-33% -$175K ﹤0.01% 1474
2024
Q3 		$604K Sell
2,547
-876
-26% -$207K 0.01% 1144
2024
Q2 		$724K Sell
3,423
-1,982
-37% -$450K 0.01% 1045
2024
Q1 		$1.37M Buy
5,405
+175
+3% +$40.9K 0.02% 774
2023
Q4 		$1.21M Sell
5,230
-168
-3% -$34.5K 0.02% 786
2023
Q3 		$1.06M Buy
5,398
+100
+2% +$21.7K 0.01% 783
2023
Q2 		$1.19M Buy
5,298
+1,878
+55% +$377K 0.02% 766
2023
Q1 		$680K Sell
3,420
-210
-6% -$44.9K 0.01% 976
2022
Q4 		$744K Buy
3,630
+54
+2% +$11K 0.01% 893
2022
Q3 		$648K Sell
3,576
-26
-0.7% -$5.7K 0.01% 896
2022
Q2 		$782K Buy
3,602
+1,444
+67% +$314K 0.02% 806
2022
Q1 		$499K Buy
+2,158
New +$511K 0.01% 1070

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