Dynamic Advisor Solutions’s IQVIA IQV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$648K Buy
2025
Q2
$511K Buy
2025
Q1
$312K Buy
2024
Q4
$289K Sell
2024
Q3
$383K Sell
2024
Q2
$361K Sell
2024
Q1
$470K Buy
2023
Q4
$402K Buy
2023
Q3
$310K Buy
2023
Q2
$289K Sell
2023
Q1
$261K Buy
2022
Q4
$266K Sell
2022
Q3
$253K Sell
2022
Q2
$304K Buy
2022
Q1
$296K Sell
2021
Q4
$422K Buy
2021
Q3
$335K Buy
2021
Q2
$263K Buy
2021
Q1
$206K Buy