Carson Wealth (CWM LLC)’s IQVIA IQV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.15M | Buy |
32,705
+20,666
| +172% | +$3.26M | 0.02% | 578 |
|
|
2025
Q1 | $2.12M | Buy |
12,039
+460
| +4% | +$81.1K | 0.01% | 813 |
|
|
2024
Q4 | $2.28M | Buy |
11,579
+5,876
| +103% | +$1.15M | 0.01% | 740 |
|
|
2024
Q3 | $1.35M | Sell |
5,703
-937
| -14% | -$222K | 0.01% | 868 |
|
|
2024
Q2 | $1.4M | Buy |
6,640
+1,163
| +21% | +$246K | 0.01% | 748 |
|
|
2024
Q1 | $1.39M | Buy |
5,477
+1,497
| +38% | +$379K | 0.01% | 729 |
|
|
2023
Q4 | $921K | Buy |
3,980
+207
| +5% | +$47.9K | 0.01% | 839 |
|
|
2023
Q3 | $742K | Buy |
3,773
+207
| +6% | +$40.7K | ﹤0.01% | 849 |
|
|
2023
Q2 | $802K | Buy |
3,566
+824
| +30% | +$185K | 0.01% | 785 |
|
|
2023
Q1 | $545K | Sell |
2,742
-296
| -10% | -$58.8K | ﹤0.01% | 866 |
|
|
2022
Q4 | $623K | Sell |
3,038
-816
| -21% | -$167K | ﹤0.01% | 736 |
|
|
2022
Q3 | $698K | Sell |
3,854
-94
| -2% | -$17K | 0.01% | 654 |
|
|
2022
Q2 | $857K | Sell |
3,948
-892
| -18% | -$194K | 0.01% | 597 |
|
|
2022
Q1 | $1.12M | Sell |
4,840
-96,027
| -95% | -$22.2M | 0.01% | 536 |
|
|
2021
Q4 | $28.5M | Buy |
+100,867
| New | +$28.5M | 0.2% | 104 |
|
|
2021
Q2 | $21.5M | Hold |
88,863
| – | – | 0.17% | 126 |
|
|
2021
Q1 | $21.5M | Hold |
88,863
| – | – | 0.17% | 126 |
|
|
2020
Q4 | $21.5M | Hold |
88,863
| – | – | 0.17% | 126 |
|
|
2020
Q3 | $21.5M | Hold |
88,863
| – | – | 0.17% | 126 |
|
|
2020
Q2 | $21.5M | Hold |
88,863
| – | – | 0.17% | 126 |
|
|
2020
Q1 | $21.5M | Hold |
88,863
| – | – | 0.17% | 126 |
|
|
2019
Q4 | $21.5M | Hold |
88,863
| – | – | 0.17% | 126 |
|
|
2019
Q3 | $21.5M | Hold |
88,863
| – | – | 0.17% | 126 |
|
|
2019
Q2 | $21.5M | Hold |
88,863
| – | – | 0.17% | 126 |
|
|
2019
Q1 | $21.5M | Buy |
88,863
+88,753
| +80,685% | +$21.5M | 0.17% | 126 |
|
|
2018
Q4 | $13K | Buy |
110
+17
| +18% | +$2.01K | ﹤0.01% | 1245 |
|
|
2018
Q3 | $12K | Sell |
93
-8
| -8% | -$1.03K | ﹤0.01% | 1105 |
|
|
2018
Q2 | $10K | Buy |
101
+41
| +68% | +$4.06K | ﹤0.01% | 992 |
|
|
2018
Q1 | $6K | Buy |
60
+8
| +15% | +$800 | ﹤0.01% | 970 |
|
|
2017
Q4 | $5K | Hold |
52
| – | – | ﹤0.01% | 1089 |
|
|
2017
Q3 | $5K | Hold |
52
| – | – | ﹤0.01% | 1079 |
|
|
2017
Q2 | $5K | Hold |
52
| – | – | ﹤0.01% | 883 |
|
|
2017
Q1 | $4K | Sell |
52
-39
| -43% | -$3K | ﹤0.01% | 898 |
|
|
2016
Q4 | $7K | Buy |
+91
| New | +$7K | ﹤0.01% | 790 |
|