BSW Wealth Partners’s IQVIA IQV Stock Holding History
Bought
  Maintained
  Sold
  | Quarter | Market Value | Status | Shares | Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
| 2025 Q3 | – | Sell |  | |||||
| 2025 Q2 | $312K | Buy |  | |||||
| 2025 Q1 | $272K | Buy |  | |||||
| 2024 Q4 | $225K | Sell |  | |||||
| 2024 Q3 | $336K | Buy |  | |||||
| 2024 Q2 | $248K | Buy |  | |||||
| 2024 Q1 | $277K | Buy |  | |||||
| 2022 Q3 | – | Sell |  | |||||
| 2022 Q2 | $259K | Sell |  | |||||
| 2022 Q1 | $289K | Sell |  | |||||
| 2021 Q4 | $413K | Buy |  | |||||
| 2021 Q3 | $330K | Buy |  | |||||
| 2021 Q2 | $293K | Sell |  | |||||
| 2021 Q1 | $235K | Buy |  |