GJWM
Gilliland Jeter Wealth Management’s IQVIA IQV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $209K | Sell |
1,324
-2,541
| -66% | -$400K | 0.07% | 171 |
|
|
2025
Q1 | $681K | Sell |
3,865
-328
| -8% | -$57.8K | 0.24% | 90 |
|
|
2024
Q4 | $824K | Buy |
4,193
+1
| +0% | +$197 | 0.28% | 76 |
|
|
2024
Q3 | $993K | Hold |
4,192
| – | – | 0.32% | 70 |
|
|
2024
Q2 | $886K | Sell |
4,192
-309
| -7% | -$65.3K | 0.3% | 71 |
|
|
2024
Q1 | $1.14M | Buy |
4,501
+239
| +6% | +$60.4K | 0.4% | 61 |
|
|
2023
Q4 | $986K | Buy |
+4,262
| New | +$986K | 0.41% | 67 |
|