Bogart Wealth LLC’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.8K | Buy |
75
+4
| +6% | +$630 | ﹤0.01% | 754 |
|
|
2025
Q1 | $12.5K | Sell |
71
-25
| -26% | -$4.41K | ﹤0.01% | 691 |
|
|
2024
Q4 | $18.9K | Sell |
96
-36,470
| -100% | -$7.17M | ﹤0.01% | 594 |
|
|
2024
Q3 | $8.67M | Buy |
36,566
+16,305
| +80% | +$3.86M | 0.41% | 60 |
|
|
2024
Q2 | $4.28M | Buy |
20,261
+20,188
| +27,655% | +$4.27M | 0.22% | 92 |
|
|
2024
Q1 | $18.5K | Hold |
73
| – | – | ﹤0.01% | 535 |
|
|
2023
Q4 | $16.9K | Hold |
73
| – | – | ﹤0.01% | 534 |
|
|
2023
Q3 | $14.4K | Hold |
73
| – | – | ﹤0.01% | 530 |
|
|
2023
Q2 | $16.4K | Hold |
73
| – | – | ﹤0.01% | 496 |
|
|
2023
Q1 | $14.5K | Buy |
73
+21
| +40% | +$4.18K | ﹤0.01% | 524 |
|
|
2022
Q4 | $10.7K | Hold |
52
| – | – | ﹤0.01% | 529 |
|
|
2022
Q3 | $9K | Hold |
52
| – | – | ﹤0.01% | 566 |
|
|
2022
Q2 | $11K | Hold |
52
| – | – | ﹤0.01% | 519 |
|
|
2022
Q1 | $12K | Hold |
52
| – | – | ﹤0.01% | 465 |
|
|
2021
Q4 | $15K | Hold |
52
| – | – | ﹤0.01% | 422 |
|
|
2021
Q3 | $12K | Sell |
52
-1
| -2% | -$231 | ﹤0.01% | 434 |
|
|
2021
Q2 | $13K | Sell |
53
-9
| -15% | -$2.21K | ﹤0.01% | 405 |
|
|
2021
Q1 | $12K | Buy |
62
+4
| +7% | +$774 | ﹤0.01% | 390 |
|
|
2020
Q4 | $10K | Hold |
58
| – | – | ﹤0.01% | 319 |
|
|
2020
Q3 | $9K | Hold |
58
| – | – | ﹤0.01% | 312 |
|
|
2020
Q2 | $8K | Sell |
58
-6
| -9% | -$828 | ﹤0.01% | 310 |
|
|
2020
Q1 | $7K | Hold |
64
| – | – | ﹤0.01% | 299 |
|
|
2019
Q4 | $10K | Sell |
64
-20
| -24% | -$3.13K | ﹤0.01% | 281 |
|
|
2019
Q3 | $13K | Buy |
84
+9
| +12% | +$1.39K | 0.01% | 240 |
|
|
2019
Q2 | $12K | Buy |
75
+5
| +7% | +$800 | 0.01% | 228 |
|
|
2019
Q1 | $10K | Hold |
70
| – | – | ﹤0.01% | 240 |
|
|
2018
Q4 | $8K | Buy |
70
+11
| +19% | +$1.26K | ﹤0.01% | 252 |
|
|
2018
Q3 | $8K | Sell |
59
-1,248
| -95% | -$169K | ﹤0.01% | 241 |
|
|
2018
Q2 | $130K | Buy |
1,307
+102
| +8% | +$10.1K | 0.08% | 90 |
|
|
2018
Q1 | $117K | Buy |
1,205
+247
| +26% | +$24K | 0.07% | 94 |
|
|
2017
Q4 | $94K | Buy |
958
+50
| +6% | +$4.91K | 0.06% | 94 |
|
|
2017
Q3 | $87K | Buy |
+908
| New | +$87K | 0.06% | 91 |
|