GeoWealth Management’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $704K | Buy |
4,467
+1,377
| +45% | +$217K | 0.03% | 331 |
|
|
2025
Q1 | $545K | Buy |
3,090
+178
| +6% | +$31.4K | 0.02% | 403 |
|
|
2024
Q4 | $572K | Sell |
2,912
-604
| -17% | -$119K | 0.02% | 440 |
|
|
2024
Q3 | $833K | Buy |
3,516
+546
| +18% | +$129K | 0.03% | 348 |
|
|
2024
Q2 | $628K | Buy |
2,970
+1,244
| +72% | +$263K | 0.03% | 371 |
|
|
2024
Q1 | $436K | Buy |
1,726
+950
| +122% | +$240K | 0.02% | 479 |
|
|
2023
Q4 | $180K | Buy |
776
+534
| +221% | +$124K | 0.01% | 519 |
|
|
2023
Q3 | $48K | Buy |
242
+108
| +81% | +$21.4K | 0.01% | 397 |
|
|
2023
Q2 | $30K | Buy |
134
+41
| +44% | +$9.18K | ﹤0.01% | 351 |
|
|
2023
Q1 | $19K | Buy |
+93
| New | +$19K | ﹤0.01% | 322 |
|