FIA
Foundations Investment Advisors’s IQVIA IQV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $395K | Sell |
2,506
-1,331
| -35% | -$210K | 0.01% | 651 |
|
|
2025
Q1 | $676K | Sell |
3,837
-1,938
| -34% | -$342K | 0.01% | 497 |
|
|
2024
Q4 | $1.13M | Sell |
5,775
-159
| -3% | -$31.2K | 0.02% | 377 |
|
|
2024
Q3 | $1.41M | Buy |
5,934
+141
| +2% | +$33.4K | 0.03% | 316 |
|
|
2024
Q2 | $1.22M | Sell |
5,793
-162
| -3% | -$34.3K | 0.03% | 303 |
|
|
2024
Q1 | $1.51M | Sell |
5,955
-731
| -11% | -$185K | 0.04% | 262 |
|
|
2023
Q4 | $1.41M | Sell |
6,686
-20,519
| -75% | -$4.34M | 0.04% | 264 |
|
|
2023
Q3 | $5.35M | Buy |
27,205
+8,792
| +48% | +$1.73M | 0.16% | 105 |
|
|
2023
Q2 | $4.14M | Buy |
18,413
+7,114
| +63% | +$1.6M | 0.14% | 108 |
|
|
2023
Q1 | $2.25M | Buy |
11,299
+456
| +4% | +$90.7K | 0.08% | 150 |
|
|
2022
Q4 | $2.22M | Sell |
10,843
-7,771
| -42% | -$1.59M | 0.09% | 120 |
|
|
2022
Q3 | $3.37M | Sell |
18,614
-4,180
| -18% | -$757K | 0.15% | 64 |
|
|
2022
Q2 | $4.92M | Sell |
22,794
-1,096
| -5% | -$237K | 0.21% | 55 |
|
|
2022
Q1 | $5.7M | Buy |
23,890
+1,153
| +5% | +$275K | 0.22% | 44 |
|
|
2021
Q4 | $5.93M | Buy |
22,737
+2,646
| +13% | +$690K | 0.22% | 34 |
|
|
2021
Q3 | $4.81M | Buy |
20,091
+2,322
| +13% | +$556K | 0.21% | 40 |
|
|
2021
Q2 | $4.46M | Buy |
17,769
+2,789
| +19% | +$701K | 0.21% | 47 |
|
|
2021
Q1 | $3.02M | Buy |
14,980
+2,720
| +22% | +$548K | 0.17% | 48 |
|
|
2020
Q4 | $2.34M | Buy |
12,260
+1,223
| +11% | +$234K | 0.15% | 46 |
|
|
2020
Q3 | $1.73M | Buy |
11,037
+1,562
| +16% | +$245K | 0.38% | 45 |
|
|
2020
Q2 | $1.34M | Buy |
9,475
+801
| +9% | +$113K | 0.12% | 56 |
|
|
2020
Q1 | $868K | Buy |
8,674
+975
| +13% | +$97.6K | 0.1% | 53 |
|
|
2019
Q4 | $1.19M | Sell |
7,699
-585
| -7% | -$90.6K | 0.15% | 55 |
|
|
2019
Q3 | $1.22M | Buy |
8,284
+1,654
| +25% | +$244K | 0.16% | 49 |
|
|
2019
Q2 | $1.07M | Buy |
6,630
+1,266
| +24% | +$204K | 0.16% | 50 |
|
|
2019
Q1 | $772K | Buy |
5,364
+411
| +8% | +$59.2K | 0.13% | 47 |
|
|
2018
Q4 | $644K | Sell |
4,953
-299
| -6% | -$38.9K | 0.14% | 48 |
|
|
2018
Q3 | $681K | Buy |
5,252
+574
| +12% | +$74.4K | 0.17% | 56 |
|
|
2018
Q2 | $467K | Buy |
+4,678
| New | +$467K | 0.12% | 60 |
|