High Net Worth Advisory Group’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $203K | Hold |
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|
2024
Q4 | $226K | Hold |
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|
2024
Q3 | $273K | Hold |
|
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|
2024
Q2 | $243K | Hold |
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|
2024
Q1 | $291K | Hold |
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|
2023
Q4 | $266K | Hold |
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|
2023
Q3 | $226K | Sell |
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|
2023
Q2 | $263K | Buy |
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|
2023
Q1 | $229K | Hold |
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|
2022
Q4 | $236K | Hold |
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|
2022
Q3 | $208K | Hold |
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|
2022
Q2 | $250K | Sell |
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|
2022
Q1 | $271K | Hold |
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|
2021
Q4 | $330K | Buy |
|