EverSource Wealth Advisors’s IQVIA IQV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $458K | Buy |
2,907
+1,130
| +64% | +$178K | 0.02% | 490 |
|
|
2025
Q1 | $313K | Buy |
1,777
+295
| +20% | +$52K | 0.02% | 510 |
|
|
2024
Q4 | $291K | Buy |
1,482
+131
| +10% | +$25.7K | 0.02% | 515 |
|
|
2024
Q3 | $320K | Buy |
1,351
+1
| +0.1% | +$237 | 0.02% | 431 |
|
|
2024
Q2 | $332K | Buy |
1,350
+70
| +5% | +$17.2K | 0.02% | 416 |
|
|
2024
Q1 | $297K | Buy |
1,280
+98
| +8% | +$22.7K | 0.02% | 377 |
|
|
2023
Q4 | $273K | Buy |
1,182
+37
| +3% | +$8.56K | 0.03% | 361 |
|
|
2023
Q3 | $225K | Buy |
1,145
+62
| +6% | +$12.2K | 0.02% | 373 |
|
|
2023
Q2 | $243K | Buy |
1,083
+640
| +144% | +$144K | 0.03% | 354 |
|
|
2023
Q1 | $88.1K | Buy |
443
+25
| +6% | +$4.97K | 0.01% | 584 |
|
|
2022
Q4 | $85.6K | Sell |
418
-159
| -28% | -$32.6K | 0.01% | 559 |
|
|
2022
Q3 | $104K | Buy |
577
+287
| +99% | +$51.7K | 0.02% | 420 |
|
|
2022
Q2 | $63K | Buy |
290
+139
| +92% | +$30.2K | 0.02% | 539 |
|
|
2022
Q1 | $35K | Buy |
151
+107
| +243% | +$24.8K | 0.01% | 535 |
|
|
2021
Q4 | $12K | Buy |
+44
| New | +$12K | ﹤0.01% | 890 |
|