Client 1st Advisory Group’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $742K | Buy |
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|
2025
Q2 | $492K | Hold |
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|
2025
Q1 | $550K | Hold |
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|
2024
Q4 | $614K | Sell |
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|
2024
Q3 | $748K | Sell |
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|
2024
Q2 | $759K | Buy |
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|
2024
Q1 | $837K | Buy |
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|
2023
Q4 | $674K | Buy |
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|
2023
Q3 | $486K | Hold |
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|
2023
Q2 | $555K | Sell |
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|
2023
Q1 | $698K | Hold |
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|
2022
Q4 | $719K | Hold |
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|
2022
Q3 | $635K | Buy |
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|
2022
Q2 | $668K | Buy |
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|
2022
Q1 | $690K | Buy |
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|
2021
Q4 | $543K | Buy |
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|
2021
Q3 | $402K | Buy |
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|
2021
Q2 | $384K | Hold |
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|
2021
Q1 | $306K | Hold |
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|
2020
Q4 | $298K | Hold |
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|
2020
Q3 | $266K | Hold |
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|
2020
Q2 | $257K | Buy |
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