HNWAG
High Net Worth Advisory Group’s IQVIA IQV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,150
| Closed | -$203K | – | 229 |
|
|
2025
Q1 | $203K | Hold |
1,150
| – | – | 0.06% | 211 |
|
|
2024
Q4 | $226K | Hold |
1,150
| – | – | 0.06% | 202 |
|
|
2024
Q3 | $273K | Hold |
1,150
| – | – | 0.07% | 182 |
|
|
2024
Q2 | $243K | Hold |
1,150
| – | – | 0.07% | 186 |
|
|
2024
Q1 | $291K | Hold |
1,150
| – | – | 0.09% | 165 |
|
|
2023
Q4 | $266K | Hold |
1,150
| – | – | 0.1% | 158 |
|
|
2023
Q3 | $226K | Sell |
1,150
-19
| -2% | -$3.74K | 0.09% | 171 |
|
|
2023
Q2 | $263K | Buy |
1,169
+19
| +2% | +$4.27K | 0.1% | 158 |
|
|
2023
Q1 | $229K | Hold |
1,150
| – | – | 0.09% | 167 |
|
|
2022
Q4 | $236K | Hold |
1,150
| – | – | 0.09% | 166 |
|
|
2022
Q3 | $208K | Hold |
1,150
| – | – | 0.09% | 178 |
|
|
2022
Q2 | $250K | Sell |
1,150
-20
| -2% | -$4.35K | 0.1% | 158 |
|
|
2022
Q1 | $271K | Hold |
1,170
| – | – | 0.1% | 153 |
|
|
2021
Q4 | $330K | Buy |
+1,170
| New | +$330K | 0.12% | 148 |
|