Berry Wealth Group’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $286K | Buy |
1,814
+50
| +3% | +$7.88K | 0.2% | 72 |
|
|
2025
Q1 | $311K | Buy |
1,764
+400
| +29% | +$70.5K | 0.24% | 60 |
|
|
2024
Q4 | $268K | Sell |
1,364
-454
| -25% | -$89.2K | 0.19% | 69 |
|
|
2024
Q3 | $431K | Sell |
1,818
-7
| -0.4% | -$1.66K | 0.31% | 44 |
|
|
2024
Q2 | $386K | Buy |
1,825
+150
| +9% | +$31.7K | 0.31% | 44 |
|
|
2024
Q1 | $424K | Sell |
1,675
-622
| -27% | -$157K | 0.35% | 38 |
|
|
2023
Q4 | $531K | Buy |
+2,297
| New | +$531K | 0.49% | 34 |
|