B. Riley Wealth Advisors’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $242K | Buy |
+1,538
| New | +$242K | 0.01% | 777 |
|
|
2024
Q4 | $468K | Sell |
2,384
-402
| -14% | -$79K | 0.02% | 716 |
|
|
2024
Q3 | $653K | Sell |
2,786
-408
| -13% | -$95.6K | 0.02% | 646 |
|
|
2024
Q2 | $675K | Sell |
3,194
-374
| -10% | -$79.1K | 0.02% | 686 |
|
|
2024
Q1 | $702K | Buy |
3,568
+436
| +14% | +$85.8K | 0.02% | 638 |
|
|
2023
Q4 | $725K | Sell |
3,132
-436
| -12% | -$101K | 0.02% | 643 |
|
|
2023
Q3 | $702K | Buy |
3,568
+56
| +2% | +$11K | 0.02% | 638 |
|
|
2023
Q2 | $789K | Sell |
3,512
-1,074
| -23% | -$241K | 0.02% | 655 |
|
|
2023
Q1 | $912K | Sell |
4,586
-223
| -5% | -$44.4K | 0.02% | 565 |
|
|
2022
Q4 | $985K | Buy |
4,809
+939
| +24% | +$192K | 0.03% | 540 |
|
|
2022
Q3 | $702K | Buy |
3,870
+277
| +8% | +$50.2K | 0.02% | 633 |
|
|
2022
Q2 | $781K | Sell |
3,593
-649
| -15% | -$141K | 0.03% | 496 |
|
|
2022
Q1 | $981K | Sell |
4,242
-567
| -12% | -$131K | 0.03% | 498 |
|
|
2021
Q4 | $1.36M | Sell |
4,809
-458
| -9% | -$129K | 0.04% | 439 |
|
|
2021
Q3 | $1.26M | Sell |
5,267
-150
| -3% | -$36K | 0.04% | 449 |
|
|
2021
Q2 | $1.31M | Buy |
5,417
+883
| +19% | +$214K | 0.04% | 438 |
|
|
2021
Q1 | $877K | Buy |
4,534
+185
| +4% | +$35.8K | 0.03% | 520 |
|
|
2020
Q4 | $780K | Sell |
4,349
-6
| -0.1% | -$1.08K | 0.04% | 396 |
|
|
2020
Q3 | $685K | Buy |
4,355
+482
| +12% | +$75.8K | 0.04% | 422 |
|
|
2020
Q2 | $550K | Sell |
3,873
-564
| -13% | -$80.1K | 0.04% | 422 |
|
|
2020
Q1 | $479K | Buy |
4,437
+700
| +19% | +$75.6K | 0.04% | 399 |
|
|
2019
Q4 | $578K | Sell |
3,737
-10,917
| -74% | -$1.69M | 0.05% | 385 |
|
|
2019
Q3 | $2.19M | Buy |
14,654
+10,867
| +287% | +$1.62M | 0.22% | 101 |
|
|
2019
Q2 | $610K | Buy |
3,787
+234
| +7% | +$37.7K | 0.07% | 302 |
|
|
2019
Q1 | $512K | Sell |
3,553
-62
| -2% | -$8.93K | 0.06% | 335 |
|
|
2018
Q4 | $420K | Sell |
3,615
-226
| -6% | -$26.3K | 0.06% | 350 |
|
|
2018
Q3 | $499K | Buy |
3,841
+578
| +18% | +$75.1K | 0.06% | 350 |
|
|
2018
Q2 | $326K | Buy |
3,263
+13
| +0.4% | +$1.3K | 0.04% | 430 |
|
|
2018
Q1 | $319K | Buy |
3,250
+69
| +2% | +$6.77K | 0.04% | 437 |
|
|
2017
Q4 | $312K | Hold |
3,181
| – | – | 0.04% | 428 |
|
|
2017
Q3 | $303K | Sell |
3,181
-62
| -2% | -$5.91K | 0.05% | 371 |
|
|
2017
Q2 | $291K | Sell |
3,243
-189
| -6% | -$17K | 0.05% | 371 |
|
|
2017
Q1 | $277K | Sell |
3,432
-506
| -13% | -$40.8K | 0.06% | 368 |
|
|
2016
Q4 | $300K | Sell |
3,938
-65
| -2% | -$4.95K | 0.06% | 348 |
|
|
2016
Q3 | $325K | Sell |
4,003
-486
| -11% | -$39.5K | 0.06% | 384 |
|
|
2016
Q2 | $294K | Sell |
4,489
-79
| -2% | -$5.17K | 0.06% | 398 |
|
|
2016
Q1 | $297K | Sell |
4,568
-56
| -1% | -$3.64K | 0.07% | 359 |
|
|
2015
Q4 | $319K | Buy |
4,624
+59
| +1% | +$4.07K | 0.06% | 350 |
|
|
2015
Q3 | $319K | Buy |
+4,565
| New | +$319K | 0.08% | 336 |
|