Clearstead Advisors’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $952K | Sell |
6,038
-5,681
| -48% | -$895K | 0.01% | 455 |
|
|
2025
Q1 | $2.07M | Buy |
11,719
+5,834
| +99% | +$1.03M | 0.03% | 292 |
|
|
2024
Q4 | $1.16M | Sell |
5,885
-6
| -0.1% | -$1.18K | 0.02% | 380 |
|
|
2024
Q3 | $1.4M | Buy |
5,891
+5,591
| +1,864% | +$1.32M | 0.02% | 355 |
|
|
2024
Q2 | $63.4K | Hold |
300
| – | – | ﹤0.01% | 1109 |
|
|
2024
Q1 | $68.7K | Sell |
300
-12
| -4% | -$2.75K | ﹤0.01% | 690 |
|
|
2023
Q4 | $72.2K | Sell |
312
-356
| -53% | -$82.4K | ﹤0.01% | 657 |
|
|
2023
Q3 | $131K | Buy |
668
+368
| +123% | +$72.4K | ﹤0.01% | 668 |
|
|
2023
Q2 | $67.4K | Sell |
300
-353
| -54% | -$79.3K | ﹤0.01% | 665 |
|
|
2023
Q1 | $130K | Sell |
653
-142
| -18% | -$28.2K | 0.01% | 462 |
|
|
2022
Q4 | $163K | Hold |
795
| – | – | 0.01% | 408 |
|
|
2022
Q3 | $144K | Buy |
795
+67
| +9% | +$12.1K | 0.01% | 409 |
|
|
2022
Q2 | $158K | Buy |
728
+428
| +143% | +$92.9K | 0.01% | 410 |
|
|
2022
Q1 | $69K | Hold |
300
| – | – | ﹤0.01% | 625 |
|
|
2021
Q4 | $85K | Hold |
300
| – | – | 0.01% | 559 |
|
|
2021
Q3 | $72K | Sell |
300
-18
| -6% | -$4.32K | 0.01% | 547 |
|
|
2021
Q2 | $77K | Buy |
318
+18
| +6% | +$4.36K | 0.01% | 491 |
|
|
2021
Q1 | $58K | Hold |
300
| – | – | ﹤0.01% | 525 |
|
|
2020
Q4 | $54K | Hold |
300
| – | – | ﹤0.01% | 503 |
|
|
2020
Q3 | $47K | Hold |
300
| – | – | 0.01% | 476 |
|
|
2020
Q2 | $43K | Hold |
300
| – | – | 0.01% | 447 |
|
|
2020
Q1 | $32K | Buy |
+300
| New | +$32K | ﹤0.01% | 454 |
|