Concord Wealth Partners’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $58.8K | Buy |
373
+140
| +60% | +$22.1K | 0.01% | 324 |
|
|
2025
Q1 | $41.1K | Hold |
233
| – | – | 0.01% | 345 |
|
|
2024
Q4 | $45.8K | Sell |
233
-8
| -3% | -$1.57K | 0.01% | 343 |
|
|
2024
Q3 | $57.1K | Buy |
+241
| New | +$57.1K | 0.01% | 319 |
|
|
2024
Q2 | – | Sell |
-241
| Closed | -$60.9K | – | 882 |
|
|
2024
Q1 | $60.9K | Buy |
+241
| New | +$60.9K | 0.01% | 325 |
|
|
2023
Q4 | – | Sell |
-280
| Closed | -$55.1K | – | 924 |
|
|
2023
Q3 | $55.1K | Hold |
280
| – | – | 0.01% | 365 |
|
|
2023
Q2 | $62.9K | Buy |
280
+39
| +16% | +$8.77K | 0.01% | 329 |
|
|
2023
Q1 | $47.9K | Sell |
241
-43
| -15% | -$8.55K | 0.01% | 353 |
|
|
2022
Q4 | $58.2K | Buy |
+284
| New | +$58.2K | 0.02% | 351 |
|
|
2022
Q3 | – | Sell |
-572
| Closed | -$124K | – | 631 |
|
|
2022
Q2 | $124K | Buy |
572
+101
| +21% | +$21.9K | 0.03% | 229 |
|
|
2022
Q1 | $109K | Buy |
471
+6
| +1% | +$1.39K | 0.03% | 290 |
|
|
2021
Q4 | $131K | Buy |
465
+39
| +9% | +$11K | 0.03% | 267 |
|
|
2021
Q3 | $102K | Sell |
426
-42
| -9% | -$10.1K | 0.04% | 134 |
|
|
2021
Q2 | $113K | Hold |
468
| – | – | 0.03% | 217 |
|
|
2021
Q1 | $90K | Buy |
468
+39
| +9% | +$7.5K | 0.03% | 232 |
|
|
2020
Q4 | $77K | Buy |
+429
| New | +$77K | 0.06% | 157 |
|