B. Riley Wealth Advisors’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $242K | Buy |
|
|||||
|
2024
Q4 | $468K | Sell |
|
|||||
|
2024
Q3 | $653K | Sell |
|
|||||
|
2024
Q2 | $675K | Sell |
|
|||||
|
2024
Q1 | $702K | Buy |
|
|||||
|
2023
Q4 | $725K | Sell |
|
|||||
|
2023
Q3 | $702K | Buy |
|
|||||
|
2023
Q2 | $789K | Sell |
|
|||||
|
2023
Q1 | $912K | Sell |
|
|||||
|
2022
Q4 | $985K | Buy |
|
|||||
|
2022
Q3 | $702K | Buy |
|
|||||
|
2022
Q2 | $781K | Sell |
|
|||||
|
2022
Q1 | $981K | Sell |
|
|||||
|
2021
Q4 | $1.36M | Sell |
|
|||||
|
2021
Q3 | $1.26M | Sell |
|
|||||
|
2021
Q2 | $1.31M | Buy |
|
|||||
|
2021
Q1 | $877K | Buy |
|
|||||
|
2020
Q4 | $780K | Sell |
|
|||||
|
2020
Q3 | $685K | Buy |
|
|||||
|
2020
Q2 | $550K | Sell |
|
|||||
|
2020
Q1 | $479K | Buy |
|
|||||
|
2019
Q4 | $578K | Sell |
|
|||||
|
2019
Q3 | $2.19M | Buy |
|
|||||
|
2019
Q2 | $610K | Buy |
|
|||||
|
2019
Q1 | $512K | Sell |
|
|||||
|
2018
Q4 | $420K | Sell |
|
|||||
|
2018
Q3 | $499K | Buy |
|
|||||
|
2018
Q2 | $326K | Buy |
|
|||||
|
2018
Q1 | $319K | Buy |
|
|||||
|
2017
Q4 | $312K | Hold |
|
|||||
|
2017
Q3 | $303K | Sell |
|
|||||
|
2017
Q2 | $291K | Sell |
|
|||||
|
2017
Q1 | $277K | Sell |
|
|||||
|
2016
Q4 | $300K | Sell |
|
|||||
|
2016
Q3 | $325K | Sell |
|
|||||
|
2016
Q2 | $294K | Sell |
|
|||||
|
2016
Q1 | $297K | Sell |
|
|||||
|
2015
Q4 | $319K | Buy |
|
|||||
|
2015
Q3 | $319K | Buy |
|