Icon Wealth Advisors’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $154K | Hold |
979
| – | – | 0.01% | 413 |
|
|
2025
Q1 | $173K | Hold |
979
| – | – | 0.01% | 388 |
|
|
2024
Q4 | $192K | Sell |
979
-2
| -0.2% | -$393 | 0.02% | 373 |
|
|
2024
Q3 | $232K | Buy |
981
+460
| +88% | +$109K | 0.02% | 331 |
|
|
2024
Q2 | $128K | Sell |
521
-736
| -59% | -$181K | 0.01% | 394 |
|
|
2024
Q1 | $318K | Buy |
1,257
+215
| +21% | +$54.4K | 0.03% | 274 |
|
|
2023
Q4 | $241K | Buy |
+1,042
| New | +$241K | 0.03% | 297 |
|
|
2022
Q4 | $204K | Buy |
+997
| New | +$204K | 0.02% | 309 |
|