Continuum Advisory’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,658
| Closed | -$292K | – | 992 |
|
|
2025
Q1 | $292K | Sell |
1,658
-145
| -8% | -$25.6K | 0.04% | 325 |
|
|
2024
Q4 | $354K | Buy |
1,803
+64
| +4% | +$12.6K | 0.05% | 301 |
|
|
2024
Q3 | $353K | Buy |
1,739
+201
| +13% | +$40.8K | 0.05% | 301 |
|
|
2024
Q2 | $325K | Buy |
1,538
+49
| +3% | +$10.4K | 0.05% | 286 |
|
|
2024
Q1 | $341K | Sell |
1,489
-2,229
| -60% | -$511K | 0.05% | 281 |
|
|
2023
Q4 | $860K | Sell |
3,718
-164
| -4% | -$37.9K | 0.12% | 192 |
|
|
2023
Q3 | $764K | Buy |
3,882
+1
| +0% | +$197 | 0.12% | 200 |
|
|
2023
Q2 | $872K | Buy |
3,881
+40
| +1% | +$8.99K | 0.14% | 180 |
|
|
2023
Q1 | $764K | Buy |
3,841
+5
| +0.1% | +$994 | 0.13% | 190 |
|
|
2022
Q4 | $786K | Buy |
3,836
+150
| +4% | +$30.7K | 0.14% | 176 |
|
|
2022
Q3 | $668K | Buy |
3,686
+1
| +0% | +$181 | 0.12% | 190 |
|
|
2022
Q2 | $800K | Buy |
3,685
+1,512
| +70% | +$328K | 0.15% | 172 |
|
|
2022
Q1 | $474K | Buy |
+2,173
| New | +$474K | 0.09% | 248 |
|