BSW Wealth Partners’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $312K | Buy |
1,981
+441
| +29% | +$69.5K | 0.04% | 237 |
|
|
2025
Q1 | $272K | Buy |
1,540
+393
| +34% | +$69.3K | 0.04% | 244 |
|
|
2024
Q4 | $225K | Sell |
1,147
-269
| -19% | -$52.9K | 0.03% | 281 |
|
|
2024
Q3 | $336K | Buy |
1,416
+244
| +21% | +$57.8K | 0.05% | 205 |
|
|
2024
Q2 | $248K | Buy |
1,172
+78
| +7% | +$16.5K | 0.04% | 244 |
|
|
2024
Q1 | $277K | Buy |
+1,094
| New | +$277K | 0.05% | 230 |
|
|
2022
Q3 | – | Sell |
-1,192
| Closed | -$259K | – | 283 |
|
|
2022
Q2 | $259K | Sell |
1,192
-56
| -4% | -$12.2K | 0.06% | 212 |
|
|
2022
Q1 | $289K | Sell |
1,248
-216
| -15% | -$50K | 0.07% | 208 |
|
|
2021
Q4 | $413K | Buy |
1,464
+87
| +6% | +$24.5K | 0.1% | 144 |
|
|
2021
Q3 | $330K | Buy |
1,377
+166
| +14% | +$39.8K | 0.09% | 166 |
|
|
2021
Q2 | $293K | Sell |
1,211
-7
| -0.6% | -$1.69K | 0.08% | 177 |
|
|
2021
Q1 | $235K | Buy |
+1,218
| New | +$235K | 0.07% | 186 |
|