Carolinas Wealth Consulting’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-19
| Closed | -$3.35K | – | 460 |
|
|
2025
Q1 | $3.35K | Sell |
19
-7
| -27% | -$1.23K | ﹤0.01% | 676 |
|
|
2024
Q4 | $5.11K | Buy |
26
+2
| +8% | +$393 | ﹤0.01% | 631 |
|
|
2024
Q3 | $5.69K | Sell |
24
-47
| -66% | -$11.1K | ﹤0.01% | 643 |
|
|
2024
Q2 | $15K | Sell |
71
-143
| -67% | -$30.2K | ﹤0.01% | 510 |
|
|
2024
Q1 | $54.1K | Buy |
214
+92
| +75% | +$23.3K | 0.01% | 362 |
|
|
2023
Q4 | $28.2K | Hold |
122
| – | – | 0.01% | 403 |
|
|
2023
Q3 | $22.1K | Sell |
122
-44
| -27% | -$7.96K | 0.01% | 417 |
|
|
2023
Q2 | $37.3K | Sell |
166
-215
| -56% | -$48.3K | 0.01% | 394 |
|
|
2023
Q1 | $75.8K | Sell |
381
-77
| -17% | -$15.3K | 0.02% | 302 |
|
|
2022
Q4 | $93.8K | Buy |
458
+46
| +11% | +$9.43K | 0.02% | 273 |
|
|
2022
Q3 | $75K | Buy |
412
+90
| +28% | +$16.4K | 0.02% | 275 |
|
|
2022
Q2 | $70K | Buy |
322
+115
| +56% | +$25K | 0.02% | 291 |
|
|
2022
Q1 | $48K | Sell |
207
-40
| -16% | -$9.28K | 0.01% | 358 |
|
|
2021
Q4 | $70K | Buy |
247
+16
| +7% | +$4.53K | 0.02% | 314 |
|
|
2021
Q3 | $55K | Sell |
231
-50
| -18% | -$11.9K | 0.01% | 331 |
|
|
2021
Q2 | $68K | Sell |
281
-138
| -33% | -$33.4K | 0.01% | 317 |
|
|
2021
Q1 | $81K | Buy |
419
+25
| +6% | +$4.83K | 0.02% | 282 |
|
|
2020
Q4 | $71K | Sell |
394
-91
| -19% | -$16.4K | 0.02% | 280 |
|
|
2020
Q3 | $76K | Buy |
485
+482
| +16,067% | +$75.5K | 0.03% | 224 |
|
|
2020
Q2 | $0 | Buy |
+3
| New | – | ﹤0.01% | 689 |
|