Exencial Wealth Advisors’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.38M | Sell |
40,511
-2,147
| -5% | -$338K | 0.22% | 119 |
|
|
2025
Q1 | $7.52M | Sell |
42,658
-198
| -0.5% | -$34.9K | 0.28% | 102 |
|
|
2024
Q4 | $8.42M | Sell |
42,856
-2,186
| -5% | -$430K | 0.31% | 95 |
|
|
2024
Q3 | $10.7M | Buy |
45,042
+1
| +0% | +$237 | 0.38% | 80 |
|
|
2024
Q2 | $9.52M | Sell |
45,041
-2,433
| -5% | -$514K | 0.36% | 85 |
|
|
2024
Q1 | $12M | Buy |
47,474
+70
| +0.1% | +$17.7K | 0.45% | 73 |
|
|
2023
Q4 | $11M | Buy |
47,404
+748
| +2% | +$173K | 0.45% | 68 |
|
|
2023
Q3 | $9.18M | Sell |
46,656
-1,136
| -2% | -$224K | 0.44% | 68 |
|
|
2023
Q2 | $10.7M | Sell |
47,792
-1,714
| -3% | -$385K | 0.49% | 61 |
|
|
2023
Q1 | $9.85M | Sell |
49,506
-384
| -0.8% | -$76.4K | 0.51% | 60 |
|
|
2022
Q4 | $10.2M | Sell |
49,890
-448
| -0.9% | -$91.8K | 0.55% | 56 |
|
|
2022
Q3 | $9.12M | Buy |
+50,338
| New | +$9.12M | 0.55% | 52 |
|