Farther Finance 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 | $62.7K | Buy |
398
+101
| +34% | +$15.9K | ﹤0.01% | 2013 |
|
2025
Q1 | $50.8K | Sell |
297
-43
| -13% | -$7.36K | ﹤0.01% | 1889 |
|
2024
Q4 | $66.8K | Sell |
340
-67
| -16% | -$13.2K | ﹤0.01% | 1506 |
|
2024
Q3 | $96.4K | Buy |
407
+106
| +35% | +$25.1K | ﹤0.01% | 1319 |
|
2024
Q2 | $62.7K | Buy |
301
+28
| +10% | +$5.84K | ﹤0.01% | 1319 |
|
2024
Q1 | $67.9K | Buy |
273
+38
| +16% | +$9.45K | ﹤0.01% | 1078 |
|
2023
Q4 | $54.4K | Buy |
235
+113
| +93% | +$26.2K | ﹤0.01% | 1008 |
|
2023
Q3 | $24.1K | Buy |
122
+63
| +107% | +$12.4K | ﹤0.01% | 1036 |
|
2023
Q2 | $13.3K | Buy |
59
+19
| +48% | +$4.3K | ﹤0.01% | 1105 |
|
2023
Q1 | $8.03K | Buy |
40
+5
| +14% | +$1K | ﹤0.01% | 1190 |
|
2022
Q4 | $7.25K | Buy |
+35
| New | +$7.25K | ﹤0.01% | 1054 |
|