Foundations Investment 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 | $395K | Sell |
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|
2025
Q1 | $676K | Sell |
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|
2024
Q4 | $1.13M | Sell |
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|
2024
Q3 | $1.41M | Buy |
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|
2024
Q2 | $1.22M | Sell |
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|
2024
Q1 | $1.51M | Sell |
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|
2023
Q4 | $1.41M | Sell |
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|
2023
Q3 | $5.35M | Buy |
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|
2023
Q2 | $4.14M | Buy |
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|
2023
Q1 | $2.25M | Buy |
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|
2022
Q4 | $2.22M | Sell |
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|
2022
Q3 | $3.37M | Sell |
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|
2022
Q2 | $4.92M | Sell |
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|
2022
Q1 | $5.7M | Buy |
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|
2021
Q4 | $5.93M | Buy |
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|
2021
Q3 | $4.81M | Buy |
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|
2021
Q2 | $4.46M | Buy |
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|
2021
Q1 | $3.02M | Buy |
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|
2020
Q4 | $2.34M | Buy |
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|
2020
Q3 | $1.73M | Buy |
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|
2020
Q2 | $1.34M | Buy |
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|
2020
Q1 | $868K | Buy |
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|
2019
Q4 | $1.19M | Sell |
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|
2019
Q3 | $1.22M | Buy |
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|
2019
Q2 | $1.07M | Buy |
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|
2019
Q1 | $772K | Buy |
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|
2018
Q4 | $644K | Sell |
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|
2018
Q3 | $681K | Buy |
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|
2018
Q2 | $467K | Buy |
|