GA
Geller Advisors’s IQVIA IQV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $270K | Sell |
1,372
-25
| -2% | -$4.91K | 0.02% | 218 |
|
|
2024
Q3 | $331K | Sell |
1,397
-79
| -5% | -$18.7K | 0.02% | 187 |
|
|
2024
Q2 | $312K | Buy |
1,476
+5
| +0.3% | +$1.06K | 0.02% | 200 |
|
|
2024
Q1 | $372K | Sell |
1,471
-15
| -1% | -$3.79K | 0.03% | 185 |
|
|
2023
Q4 | $344K | Sell |
1,486
-19
| -1% | -$4.4K | 0.03% | 178 |
|
|
2023
Q3 | $296K | Sell |
1,505
-95
| -6% | -$18.7K | 0.03% | 188 |
|
|
2023
Q2 | $360K | Buy |
+1,600
| New | +$360K | 0.04% | 160 |
|
|
2022
Q2 | – | Sell |
-877
| Closed | -$203K | – | 154 |
|
|
2022
Q1 | $203K | Buy |
877
+138
| +19% | +$31.9K | 0.04% | 168 |
|
|
2021
Q4 | $209K | Buy |
+739
| New | +$209K | 0.04% | 174 |
|
|
2021
Q3 | – | Sell |
-922
| Closed | -$223K | – | 164 |
|
|
2021
Q2 | $223K | Buy |
+922
| New | +$223K | 0.05% | 124 |
|