Beacon Financial Group’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $623K | Buy |
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|
2025
Q2 | $489K | Sell |
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|
2025
Q1 | $551K | Sell |
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|
2024
Q4 | $708K | Sell |
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|
2024
Q3 | $898K | Buy |
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|
2024
Q2 | $797K | Sell |
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|
2024
Q1 | $993K | Sell |
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|
2023
Q4 | $946K | Buy |
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|
2023
Q3 | $881K | Buy |
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|
2023
Q2 | $858K | Sell |
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|
2023
Q1 | $824K | Sell |
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|
2022
Q4 | $1.03M | Buy |
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|
2022
Q3 | $895K | Sell |
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|
2022
Q2 | $1.08M | Sell |
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|
2022
Q1 | $405K | Buy |
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|
2021
Q4 | $1.43M | Buy |
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|
2021
Q3 | $1.23M | Buy |
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|
2021
Q2 | $1.21M | Buy |
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|
2021
Q1 | $893K | Hold |
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|
2020
Q4 | $893K | Buy |
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|
2020
Q3 | $699K | Buy |
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|
2020
Q2 | $585K | Buy |
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|
2020
Q1 | $470K | Sell |
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|
2019
Q4 | $737K | Hold |
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|
2019
Q3 | $737K | Buy |
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|
2019
Q2 | $737K | Buy |
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|
2019
Q1 | $634 | Buy |
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|
2018
Q4 | $277K | Sell |
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|
2018
Q3 | $602K | Buy |
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|
2018
Q2 | $460K | Sell |
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|
2018
Q1 | $473K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $522K | Buy |
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|
2017
Q2 | $476K | Sell |
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|
2017
Q1 | $436K | Buy |
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