Dynamic Advisor Solutions’s IQVIA IQV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $511K | Buy |
3,244
+1,474
| +83% | +$232K | 0.02% | 599 |
|
|
2025
Q1 | $312K | Buy |
1,770
+299
| +20% | +$52.7K | 0.01% | 698 |
|
|
2024
Q4 | $289K | Sell |
1,471
-147
| -9% | -$28.9K | 0.01% | 546 |
|
|
2024
Q3 | $383K | Sell |
1,618
-87
| -5% | -$20.6K | 0.01% | 677 |
|
|
2024
Q2 | $361K | Sell |
1,705
-154
| -8% | -$32.6K | 0.01% | 710 |
|
|
2024
Q1 | $470K | Buy |
1,859
+34
| +2% | +$8.6K | 0.02% | 620 |
|
|
2023
Q4 | $402K | Buy |
1,825
+251
| +16% | +$55.4K | 0.02% | 630 |
|
|
2023
Q3 | $310K | Buy |
1,574
+289
| +22% | +$56.9K | 0.01% | 649 |
|
|
2023
Q2 | $289K | Sell |
1,285
-25
| -2% | -$5.62K | 0.02% | 637 |
|
|
2023
Q1 | $261K | Buy |
1,310
+14
| +1% | +$2.78K | 0.02% | 628 |
|
|
2022
Q4 | $266K | Sell |
1,296
-98
| -7% | -$20.1K | 0.02% | 586 |
|
|
2022
Q3 | $253K | Sell |
1,394
-7
| -0.5% | -$1.27K | 0.02% | 565 |
|
|
2022
Q2 | $304K | Buy |
1,401
+120
| +9% | +$26K | 0.02% | 525 |
|
|
2022
Q1 | $296K | Sell |
1,281
-214
| -14% | -$49.4K | 0.02% | 564 |
|
|
2021
Q4 | $422K | Buy |
1,495
+98
| +7% | +$27.7K | 0.03% | 476 |
|
|
2021
Q3 | $335K | Buy |
1,397
+311
| +29% | +$74.6K | 0.03% | 547 |
|
|
2021
Q2 | $263K | Buy |
1,086
+19
| +2% | +$4.6K | 0.02% | 586 |
|
|
2021
Q1 | $206K | Buy |
+1,067
| New | +$206K | 0.02% | 611 |
|