Concord Wealth Partners’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 | $58.8K | Buy |
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|
2025
Q1 | $41.1K | Hold |
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|
2024
Q4 | $45.8K | Sell |
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|
2024
Q3 | $57.1K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $60.9K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $55.1K | Hold |
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|
2023
Q2 | $62.9K | Buy |
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|
2023
Q1 | $47.9K | Sell |
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|
2022
Q4 | $58.2K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $124K | Buy |
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|
2022
Q1 | $109K | Buy |
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|
2021
Q4 | $131K | Buy |
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|
2021
Q3 | $102K | Sell |
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|
2021
Q2 | $113K | Hold |
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|
2021
Q1 | $90K | Buy |
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|
2020
Q4 | $77K | Buy |
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