Avantax Advisory Services’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.84M | Buy |
11,698
+1,471
| +14% | +$232K | 0.01% | 847 |
|
|
2025
Q1 | $1.8M | Buy |
10,227
+1,744
| +21% | +$307K | 0.01% | 788 |
|
|
2024
Q4 | $1.67M | Sell |
8,483
-1,529
| -15% | -$300K | 0.01% | 806 |
|
|
2024
Q3 | $2.37M | Buy |
10,012
+3,583
| +56% | +$849K | 0.02% | 617 |
|
|
2024
Q2 | $1.36M | Buy |
6,429
+3,691
| +135% | +$780K | 0.01% | 820 |
|
|
2024
Q1 | $692K | Buy |
2,738
+36
| +1% | +$9.1K | 0.01% | 903 |
|
|
2023
Q4 | $625K | Buy |
2,702
+766
| +40% | +$177K | 0.01% | 895 |
|
|
2023
Q3 | $381K | Buy |
1,936
+154
| +9% | +$30.3K | ﹤0.01% | 1062 |
|
|
2023
Q2 | $401K | Buy |
1,782
+181
| +11% | +$40.7K | ﹤0.01% | 1035 |
|
|
2023
Q1 | $318K | Buy |
1,601
+96
| +6% | +$19.1K | ﹤0.01% | 1119 |
|
|
2022
Q4 | $308K | Buy |
1,505
+95
| +7% | +$19.5K | ﹤0.01% | 1092 |
|
|
2022
Q3 | $255K | Sell |
1,410
-10
| -0.7% | -$1.81K | ﹤0.01% | 1075 |
|
|
2022
Q2 | $308K | Buy |
1,420
+63
| +5% | +$13.7K | ﹤0.01% | 995 |
|
|
2022
Q1 | $315K | Sell |
1,357
-1,039
| -43% | -$241K | ﹤0.01% | 974 |
|
|
2021
Q4 | $676K | Sell |
2,396
-389
| -14% | -$110K | 0.01% | 656 |
|
|
2021
Q3 | $668K | Buy |
2,785
+707
| +34% | +$170K | 0.01% | 612 |
|
|
2021
Q2 | $503K | Buy |
+2,078
| New | +$503K | 0.01% | 708 |
|
|
2020
Q4 | – | Sell |
-1,971
| Closed | -$312K | – | 1139 |
|
|
2020
Q3 | $312K | Buy |
+1,971
| New | +$312K | 0.01% | 1002 |
|
|
2020
Q1 | – | Sell |
-1,557
| Closed | -$240K | – | 849 |
|
|
2019
Q4 | $240K | Buy |
1,557
+143
| +10% | +$22K | 0.01% | 718 |
|
|
2019
Q3 | $212K | Sell |
1,414
-174
| -11% | -$26.1K | 0.01% | 526 |
|
|
2019
Q2 | $256K | Sell |
1,588
-41
| -3% | -$6.61K | 0.01% | 429 |
|
|
2019
Q1 | $234K | Buy |
+1,629
| New | +$234K | 0.01% | 420 |
|