Client 1st Advisory Group’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $492K | Hold |
3,122
| – | – | 0.18% | 67 |
|
|
2025
Q1 | $550K | Hold |
3,122
| – | – | 0.21% | 60 |
|
|
2024
Q4 | $614K | Sell |
3,122
-36
| -1% | -$7.07K | 0.24% | 53 |
|
|
2024
Q3 | $748K | Sell |
3,158
-430
| -12% | -$102K | 0.3% | 43 |
|
|
2024
Q2 | $759K | Buy |
3,588
+278
| +8% | +$58.8K | 0.33% | 41 |
|
|
2024
Q1 | $837K | Buy |
3,310
+395
| +14% | +$99.9K | 0.38% | 38 |
|
|
2023
Q4 | $674K | Buy |
2,915
+444
| +18% | +$103K | 0.33% | 40 |
|
|
2023
Q3 | $486K | Hold |
2,471
| – | – | 0.26% | 53 |
|
|
2023
Q2 | $555K | Sell |
2,471
-1,036
| -30% | -$233K | 0.29% | 47 |
|
|
2023
Q1 | $698K | Hold |
3,507
| – | – | 0.38% | 37 |
|
|
2022
Q4 | $719K | Hold |
3,507
| – | – | 0.42% | 34 |
|
|
2022
Q3 | $635K | Buy |
3,507
+430
| +14% | +$77.9K | 0.39% | 34 |
|
|
2022
Q2 | $668K | Buy |
3,077
+92
| +3% | +$20K | 0.4% | 35 |
|
|
2022
Q1 | $690K | Buy |
2,985
+1,060
| +55% | +$245K | 0.34% | 41 |
|
|
2021
Q4 | $543K | Buy |
1,925
+248
| +15% | +$70K | 0.27% | 42 |
|
|
2021
Q3 | $402K | Buy |
1,677
+91
| +6% | +$21.8K | 0.21% | 48 |
|
|
2021
Q2 | $384K | Hold |
1,586
| – | – | 0.2% | 45 |
|
|
2021
Q1 | $306K | Hold |
1,586
| – | – | 0.18% | 48 |
|
|
2020
Q4 | $298K | Hold |
1,586
| – | – | 0.19% | 41 |
|
|
2020
Q3 | $266K | Hold |
1,586
| – | – | 0.19% | 44 |
|
|
2020
Q2 | $257K | Buy |
+1,586
| New | +$257K | 0.21% | 49 |
|