EverSource Wealth Advisors’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $458K | Buy |
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|
2025
Q1 | $313K | Buy |
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|
2024
Q4 | $291K | Buy |
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|
2024
Q3 | $320K | Buy |
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|
2024
Q2 | $332K | Buy |
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|
2024
Q1 | $297K | Buy |
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|
2023
Q4 | $273K | Buy |
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|
2023
Q3 | $225K | Buy |
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|
2023
Q2 | $243K | Buy |
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|
2023
Q1 | $88.1K | Buy |
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|
2022
Q4 | $85.6K | Sell |
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|
2022
Q3 | $104K | Buy |
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|
2022
Q2 | $63K | Buy |
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|
2022
Q1 | $35K | Buy |
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|
2021
Q4 | $12K | Buy |
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