CPC
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Consolidated Planning Corp’s IQVIA IQV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-10,300
Closed -$2.6M 197
2024
Q1
$2.6M Buy
10,300
+2,292
+29% +$580K 0.45% 67
2023
Q4
$1.85M Buy
8,008
+660
+9% +$153K 0.35% 72
2023
Q3
$1.45M Buy
7,348
+437
+6% +$86K 0.32% 77
2023
Q2
$1.55M Buy
6,911
+233
+3% +$52.4K 0.33% 77
2023
Q1
$1.33M Sell
6,678
-84
-1% -$16.7K 0.34% 73
2022
Q4
$1.39M Buy
6,762
+329
+5% +$67.4K 0.38% 65
2022
Q3
$1.17M Buy
6,433
+340
+6% +$61.6K 0.36% 66
2022
Q2
$1.32M Buy
+6,093
New +$1.32M 0.41% 62