BBPWM
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Blue Bell Private Wealth Management’s IQVIA IQV Stock Holding History

Blue Bell Private Wealth Management’s Portfolio IQV Stock Details IQV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-27
Closed -$5.31K – 737
2024
Q4 		$5.31K Buy
27
+5
+23% +$1.05K ﹤0.01% 546
2024
Q3 		$5.21K Hold
22
– – ﹤0.01% 570
2024
Q2 		$4.65K Hold
22
– – ﹤0.01% 580
2024
Q1 		$5.56K Hold
22
– – ﹤0.01% 565
2023
Q4 		$5.09K Hold
22
– – ﹤0.01% 565
2023
Q3 		$4.33K Hold
22
– – ﹤0.01% 513
2023
Q2 		$4.95K Hold
22
– – ﹤0.01% 505
2023
Q1 		$4.38K Hold
22
– – ﹤0.01% 481
2022
Q4 		$4.51K Hold
22
– – ﹤0.01% 477
2022
Q3 		$4K Hold
22
– – ﹤0.01% 507
2022
Q2 		$5K Hold
22
– – ﹤0.01% 508
2022
Q1 		$5K Hold
22
– – ﹤0.01% 550
2021
Q4 		$6K Buy
+22
New +$5.71K ﹤0.01% 497

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