BFG
Beacon Financial Group’s IQVIA IQV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $489K | Sell |
3,104
-20
| -0.6% | -$3.15K | 0.05% | 228 |
|
|
2025
Q1 | $551K | Sell |
3,124
-480
| -13% | -$84.6K | 0.06% | 208 |
|
|
2024
Q4 | $708K | Sell |
3,604
-187
| -5% | -$36.7K | 0.08% | 184 |
|
|
2024
Q3 | $898K | Buy |
3,791
+21
| +0.6% | +$4.98K | 0.1% | 169 |
|
|
2024
Q2 | $797K | Sell |
3,770
-155
| -4% | -$32.8K | 0.09% | 174 |
|
|
2024
Q1 | $993K | Sell |
3,925
-164
| -4% | -$41.5K | 0.11% | 157 |
|
|
2023
Q4 | $946K | Buy |
4,089
+133
| +3% | +$30.8K | 0.12% | 154 |
|
|
2023
Q3 | $881K | Buy |
3,956
+82
| +2% | +$18.3K | 0.13% | 143 |
|
|
2023
Q2 | $858K | Sell |
3,874
-309
| -7% | -$68.4K | 0.12% | 142 |
|
|
2023
Q1 | $824K | Sell |
4,183
-830
| -17% | -$164K | 0.12% | 146 |
|
|
2022
Q4 | $1.03M | Buy |
5,013
+83
| +2% | +$17K | 0.14% | 136 |
|
|
2022
Q3 | $895K | Sell |
4,930
-129
| -3% | -$23.4K | 0.14% | 141 |
|
|
2022
Q2 | $1.08M | Sell |
5,059
-2,190
| -30% | -$468K | 0.16% | 131 |
|
|
2022
Q1 | $405K | Buy |
7,249
+2,009
| +38% | +$112K | 0.05% | 205 |
|
|
2021
Q4 | $1.43M | Buy |
5,240
+188
| +4% | +$51.4K | 0.19% | 110 |
|
|
2021
Q3 | $1.23M | Buy |
5,052
+158
| +3% | +$38.4K | 0.16% | 119 |
|
|
2021
Q2 | $1.21M | Buy |
4,894
+198
| +4% | +$48.9K | 0.17% | 125 |
|
|
2021
Q1 | $893K | Hold |
4,696
| – | – | 0.14% | 134 |
|
|
2020
Q4 | $893K | Buy |
4,696
+263
| +6% | +$50K | 0.14% | 135 |
|
|
2020
Q3 | $699K | Buy |
4,433
+179
| +4% | +$28.2K | 0.13% | 134 |
|
|
2020
Q2 | $585K | Buy |
4,254
+94
| +2% | +$12.9K | 0.11% | 136 |
|
|
2020
Q1 | $470K | Sell |
4,160
-462
| -10% | -$52.2K | 0.1% | 135 |
|
|
2019
Q4 | $737K | Hold |
4,622
| – | – | 0.09% | 138 |
|
|
2019
Q3 | $737K | Buy |
4,622
+40
| +0.9% | +$6.38K | 0.13% | 125 |
|
|
2019
Q2 | $737K | Buy |
4,582
+172
| +4% | +$27.7K | 0.13% | 124 |
|
|
2019
Q1 | $634 | Buy |
4,410
+2,598
| +143% | +$373 | 0.1% | 124 |
|
|
2018
Q4 | $277K | Sell |
1,812
-2,828
| -61% | -$432K | 0.05% | 168 |
|
|
2018
Q3 | $602K | Buy |
4,640
+36
| +0.8% | +$4.67K | 0.1% | 126 |
|
|
2018
Q2 | $460K | Sell |
4,604
-215
| -4% | -$21.5K | 0.08% | 142 |
|
|
2018
Q1 | $473K | Buy |
+4,819
| New | +$473K | 0.08% | 142 |
|
|
2017
Q4 | – | Sell |
-5,492
| Closed | -$522K | – | 182 |
|
|
2017
Q3 | $522K | Buy |
5,492
+170
| +3% | +$16.2K | 0.09% | 129 |
|
|
2017
Q2 | $476K | Sell |
5,322
-136
| -2% | -$12.2K | 0.09% | 131 |
|
|
2017
Q1 | $436K | Buy |
+5,458
| New | +$436K | 0.08% | 130 |
|