Bell Investment 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 | $4.41K | Sell |
28
-8
| -22% | -$1.26K | ﹤0.01% | 1036 |
|
2025
Q1 | $6.35K | Buy |
36
+9
| +33% | +$1.59K | ﹤0.01% | 803 |
|
2024
Q4 | $5.31K | Sell |
27
-10
| -27% | -$1.97K | ﹤0.01% | 904 |
|
2024
Q3 | $8.77K | Hold |
37
| – | – | ﹤0.01% | 673 |
|
2024
Q2 | $7.82K | Sell |
37
-3
| -8% | -$634 | ﹤0.01% | 710 |
|
2024
Q1 | $10.1K | Buy |
40
+2
| +5% | +$506 | ﹤0.01% | 589 |
|
2023
Q4 | $8.79K | Buy |
38
+11
| +41% | +$2.55K | ﹤0.01% | 612 |
|
2023
Q3 | $5.31K | Buy |
27
+4
| +17% | +$787 | ﹤0.01% | 778 |
|
2023
Q2 | $5.17K | Sell |
23
-1
| -4% | -$225 | ﹤0.01% | 805 |
|
2023
Q1 | $4.77K | Sell |
24
-7
| -23% | -$1.39K | ﹤0.01% | 812 |
|
2022
Q4 | $6.35K | Sell |
31
-1
| -3% | -$205 | ﹤0.01% | 688 |
|
2022
Q3 | $6K | Sell |
32
-27
| -46% | -$5.06K | ﹤0.01% | 593 |
|
2022
Q2 | $13K | Buy |
+59
| New | +$13K | ﹤0.01% | 360 |
|
2021
Q4 | $12K | Hold |
43
| – | – | ﹤0.01% | 444 |
|
2021
Q3 | $10K | Buy |
+43
| New | +$10K | ﹤0.01% | 455 |
|