Clearstead Advisors’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $952K | Sell |
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|
2025
Q1 | $2.07M | Buy |
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|
2024
Q4 | $1.16M | Sell |
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|
2024
Q3 | $1.4M | Buy |
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|
2024
Q2 | $63.4K | Hold |
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|
2024
Q1 | $68.7K | Sell |
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|
2023
Q4 | $72.2K | Sell |
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|
2023
Q3 | $131K | Buy |
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|
2023
Q2 | $67.4K | Sell |
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|
2023
Q1 | $130K | Sell |
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|
2022
Q4 | $163K | Hold |
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|
2022
Q3 | $144K | Buy |
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|
2022
Q2 | $158K | Buy |
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|
2022
Q1 | $69K | Hold |
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|
2021
Q4 | $85K | Hold |
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|
2021
Q3 | $72K | Sell |
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|
2021
Q2 | $77K | Buy |
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|
2021
Q1 | $58K | Hold |
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|
2020
Q4 | $54K | Hold |
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|
2020
Q3 | $47K | Hold |
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|
2020
Q2 | $43K | Hold |
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|
2020
Q1 | $32K | Buy |
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