GWA
Gratus Wealth Advisors’s IQVIA IQV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $238K | Hold |
1,510
| – | – | 0.04% | 120 |
|
|
2025
Q1 | $266K | Sell |
1,510
-109
| -7% | -$19.2K | 0.04% | 114 |
|
|
2024
Q4 | $318K | Hold |
1,619
| – | – | 0.05% | 105 |
|
|
2024
Q3 | $365K | Sell |
1,619
-20
| -1% | -$4.51K | 0.06% | 104 |
|
|
2024
Q2 | $368K | Sell |
1,639
-74
| -4% | -$16.6K | 0.06% | 100 |
|
|
2024
Q1 | $389K | Hold |
1,713
| – | – | 0.07% | 99 |
|
|
2023
Q4 | $396K | Buy |
+1,713
| New | +$396K | 0.08% | 99 |
|