Checchi Capital Advisers’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $222K | Sell |
1,406
-52
| -4% | -$8.2K | 0.01% | 532 |
|
|
2025
Q1 | $257K | Sell |
1,458
-198
| -12% | -$34.9K | 0.01% | 491 |
|
|
2024
Q4 | $325K | Buy |
1,656
+137
| +9% | +$26.9K | 0.02% | 418 |
|
|
2024
Q3 | $360K | Hold |
1,519
| – | – | 0.02% | 404 |
|
|
2024
Q2 | $321K | Sell |
1,519
-49
| -3% | -$10.4K | 0.02% | 413 |
|
|
2024
Q1 | $397K | Buy |
1,568
+141
| +10% | +$35.7K | 0.03% | 377 |
|
|
2023
Q4 | $330K | Sell |
1,427
-69
| -5% | -$16K | 0.03% | 401 |
|
|
2023
Q3 | $294K | Sell |
1,496
-122
| -8% | -$24K | 0.03% | 406 |
|
|
2023
Q2 | $364K | Sell |
1,618
-102
| -6% | -$22.9K | 0.03% | 360 |
|
|
2023
Q1 | $342K | Buy |
1,720
+110
| +7% | +$21.9K | 0.03% | 374 |
|
|
2022
Q4 | $330K | Sell |
1,610
-25
| -2% | -$5.12K | 0.03% | 368 |
|
|
2022
Q3 | $296K | Sell |
1,635
-200
| -11% | -$36.2K | 0.03% | 390 |
|
|
2022
Q2 | $441K | Buy |
1,835
+275
| +18% | +$66.1K | 0.04% | 316 |
|
|
2022
Q1 | $361K | Buy |
1,560
+38
| +2% | +$8.79K | 0.03% | 345 |
|
|
2021
Q4 | $429K | Buy |
1,522
+11
| +0.7% | +$3.1K | 0.04% | 291 |
|
|
2021
Q3 | $362K | Buy |
1,511
+22
| +1% | +$5.27K | 0.04% | 306 |
|
|
2021
Q2 | $361K | Sell |
1,489
-80
| -5% | -$19.4K | 0.04% | 308 |
|
|
2021
Q1 | $303K | Sell |
1,569
-80
| -5% | -$15.4K | 0.03% | 345 |
|
|
2020
Q4 | $295K | Buy |
1,649
+107
| +7% | +$19.1K | 0.03% | 330 |
|
|
2020
Q3 | $243K | Sell |
1,542
-183
| -11% | -$28.8K | 0.03% | 348 |
|
|
2020
Q2 | $245K | Buy |
+1,725
| New | +$245K | 0.03% | 358 |
|
|
2020
Q1 | – | Sell |
-1,479
| Closed | -$229K | – | 420 |
|
|
2019
Q4 | $229K | Sell |
1,479
-1
| -0.1% | -$155 | 0.03% | 367 |
|
|
2019
Q3 | $221K | Sell |
1,480
-208
| -12% | -$31.1K | 0.03% | 366 |
|
|
2019
Q2 | $272K | Hold |
1,688
| – | – | 0.03% | 313 |
|
|
2019
Q1 | $243K | Buy |
+1,688
| New | +$243K | 0.03% | 331 |
|
|
2018
Q4 | – | Sell |
-1,867
| Closed | -$242K | – | 403 |
|
|
2018
Q3 | $242K | Buy |
+1,867
| New | +$242K | 0.03% | 354 |
|
|
2016
Q3 | – | Sell |
-729
| Closed | -$48K | – | 784 |
|
|
2016
Q2 | $48K | Buy |
729
+177
| +32% | +$11.7K | 0.01% | 854 |
|
|
2016
Q1 | $36K | Buy |
+552
| New | +$36K | 0.01% | 923 |
|