FDx Advisors’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-941
| Closed | -$223K | – | 193 |
|
2024
Q3 | $223K | Sell |
941
-62
| -6% | -$14.7K | 0.06% | 191 |
|
2024
Q2 | $212K | Sell |
1,003
-116
| -10% | -$24.5K | 0.06% | 192 |
|
2024
Q1 | $283K | Sell |
1,119
-1,382
| -55% | -$350K | 0.04% | 302 |
|
2023
Q4 | $579K | Buy |
2,501
+324
| +15% | +$75K | 0.04% | 355 |
|
2023
Q3 | $428K | Sell |
2,177
-814
| -27% | -$160K | 0.04% | 387 |
|
2023
Q2 | $672K | Buy |
2,991
+781
| +35% | +$175K | 0.04% | 381 |
|
2023
Q1 | $453K | Hold |
2,210
| – | – | 0.02% | 441 |
|
2022
Q4 | $453K | Sell |
2,210
-126
| -5% | -$25.8K | 0.02% | 441 |
|
2022
Q3 | $423K | Sell |
2,336
-384
| -14% | -$69.5K | 0.02% | 446 |
|
2022
Q2 | $590K | Buy |
2,720
+74
| +3% | +$16.1K | 0.02% | 426 |
|
2022
Q1 | $612K | Sell |
2,646
-3,736
| -59% | -$864K | 0.02% | 449 |
|
2021
Q4 | $1.8M | Buy |
6,382
+49
| +0.8% | +$13.8K | 0.05% | 246 |
|
2021
Q3 | $1.52M | Sell |
6,333
-265
| -4% | -$63.5K | 0.05% | 258 |
|
2021
Q2 | $1.6M | Buy |
6,598
+147
| +2% | +$35.6K | 0.05% | 235 |
|
2021
Q1 | $1.25M | Sell |
6,451
-347
| -5% | -$67K | 0.05% | 246 |
|
2020
Q4 | $1.22M | Sell |
6,798
-3,513
| -34% | -$629K | 0.05% | 232 |
|
2020
Q3 | $1.63M | Buy |
10,311
+2,267
| +28% | +$357K | 0.08% | 170 |
|
2020
Q2 | $1.14M | Buy |
8,044
+5,316
| +195% | +$754K | 0.06% | 209 |
|
2020
Q1 | $294K | Buy |
2,728
+285
| +12% | +$30.7K | 0.02% | 389 |
|
2019
Q4 | $377K | Buy |
2,443
+128
| +6% | +$19.8K | 0.02% | 422 |
|
2019
Q3 | $346K | Sell |
2,315
-33,703
| -94% | -$5.04M | 0.02% | 437 |
|
2019
Q2 | $5.8M | Buy |
36,018
+2,936
| +9% | +$472K | 0.23% | 95 |
|
2019
Q1 | $4.76M | Buy |
33,082
+28,722
| +659% | +$4.13M | 0.19% | 99 |
|
2018
Q4 | $507K | Sell |
4,360
-29,092
| -87% | -$3.38M | 0.04% | 306 |
|
2018
Q3 | $4.34M | Buy |
33,452
+1,227
| +4% | +$159K | 0.16% | 102 |
|
2018
Q2 | $3.22M | Buy |
32,225
+2,760
| +9% | +$276K | 0.12% | 139 |
|
2018
Q1 | $2.89M | Buy |
29,465
+4,080
| +16% | +$400K | 0.09% | 205 |
|
2017
Q4 | $2.49M | Buy |
25,385
+4,359
| +21% | +$427K | 0.07% | 251 |
|
2017
Q3 | $2M | Buy |
21,026
+5,598
| +36% | +$532K | 0.05% | 315 |
|
2017
Q2 | $1.38M | Buy |
15,428
+1,796
| +13% | +$161K | 0.04% | 428 |
|
2017
Q1 | $1.1M | Buy |
+13,632
| New | +$1.1M | 0.03% | 495 |
|