GWM
GDS Wealth Management’s IQVIA IQV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.8M | Buy |
87,491
+21,020
| +32% | +$3.31M | 1.01% | 41 |
|
|
2025
Q1 | $11.7M | Buy |
66,471
+6,942
| +12% | +$1.22M | 1% | 41 |
|
|
2024
Q4 | $11.7M | Buy |
59,529
+4,636
| +8% | +$911K | 1.07% | 42 |
|
|
2024
Q3 | $13M | Buy |
54,893
+4,056
| +8% | +$961K | 1.27% | 39 |
|
|
2024
Q2 | $10.7M | Buy |
50,837
+4,968
| +11% | +$1.05M | 1.18% | 42 |
|
|
2024
Q1 | $11.6M | Buy |
45,869
+4,274
| +10% | +$1.08M | 1.36% | 37 |
|
|
2023
Q4 | $9.62M | Buy |
41,595
+5,244
| +14% | +$1.21M | 1.3% | 32 |
|
|
2023
Q3 | $7.15M | Buy |
36,351
+2,461
| +7% | +$484K | 1.12% | 36 |
|
|
2023
Q2 | $7.62M | Sell |
33,890
-1,408
| -4% | -$316K | 1.24% | 28 |
|
|
2023
Q1 | $7.02M | Sell |
35,298
-8,618
| -20% | -$1.71M | 1.24% | 28 |
|
|
2022
Q4 | $9M | Sell |
43,916
-4,747
| -10% | -$973K | 1.72% | 17 |
|
|
2022
Q3 | $8.82M | Buy |
48,663
+5,905
| +14% | +$1.07M | 1.96% | 17 |
|
|
2022
Q2 | $9.28M | Buy |
42,758
+21,478
| +101% | +$4.66M | 2.08% | 14 |
|
|
2022
Q1 | $4.99M | Buy |
21,280
+1,044
| +5% | +$245K | 1.1% | 23 |
|
|
2021
Q4 | $5.71M | Buy |
+20,236
| New | +$5.71M | 1.28% | 20 |
|