HB Wealth 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 | $417K | Sell |
2,644
-1,787
| -40% | -$282K | ﹤0.01% | 796 |
|
2025
Q1 | $781K | Buy |
4,431
+1,304
| +42% | +$230K | 0.01% | 599 |
|
2024
Q4 | $614K | Sell |
3,127
-886
| -22% | -$174K | 0.01% | 549 |
|
2024
Q3 | $951K | Buy |
4,013
+42
| +1% | +$9.95K | 0.01% | 406 |
|
2024
Q2 | $840K | Buy |
3,971
+1,582
| +66% | +$334K | 0.01% | 400 |
|
2024
Q1 | $604K | Buy |
2,389
+187
| +8% | +$47.3K | 0.01% | 445 |
|
2023
Q4 | $509K | Buy |
2,202
+614
| +39% | +$142K | 0.01% | 452 |
|
2023
Q3 | $312K | Buy |
1,588
+283
| +22% | +$55.7K | 0.01% | 553 |
|
2023
Q2 | $293K | Buy |
+1,305
| New | +$293K | ﹤0.01% | 551 |
|