IFP 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 | $257K | Buy |
1,630
+1,027
| +170% | +$162K | 0.01% | 1140 |
|
|
2025
Q1 | $106K | Sell |
603
-508
| -46% | -$89.6K | ﹤0.01% | 1495 |
|
|
2024
Q4 | $218K | Buy |
1,111
+16
| +1% | +$3.15K | 0.01% | 1090 |
|
|
2024
Q3 | $260K | Buy |
1,095
+101
| +10% | +$23.9K | 0.01% | 968 |
|
|
2024
Q2 | $210K | Buy |
994
+544
| +121% | +$115K | 0.01% | 1019 |
|
|
2024
Q1 | $114K | Buy |
450
+233
| +107% | +$59K | 0.01% | 1236 |
|
|
2023
Q4 | $50.3K | Sell |
217
-48
| -18% | -$11.1K | ﹤0.01% | 1546 |
|
|
2023
Q3 | $52.2K | Sell |
265
-324
| -55% | -$63.8K | ﹤0.01% | 1532 |
|
|
2023
Q2 | $132K | Sell |
589
-15
| -2% | -$3.37K | 0.01% | 1194 |
|
|
2023
Q1 | $60.7K | Sell |
604
-667
| -52% | -$67K | ﹤0.01% | 1481 |
|
|
2022
Q4 | $140K | Sell |
1,271
-1,907
| -60% | -$210K | ﹤0.01% | 1553 |
|
|
2022
Q3 | $358K | Buy |
3,178
+476
| +18% | +$53.6K | 0.01% | 1093 |
|
|
2022
Q2 | $310K | Hold |
2,702
| – | – | 0.01% | 1054 |
|
|
2022
Q1 | $310K | Buy |
2,702
+536
| +25% | +$61.5K | 0.01% | 1054 |
|
|
2021
Q4 | $614K | Buy |
2,166
+214
| +11% | +$60.7K | 0.01% | 516 |
|
|
2021
Q3 | $468K | Sell |
1,952
-80
| -4% | -$19.2K | 0.01% | 588 |
|
|
2021
Q2 | $493K | Sell |
2,032
-719
| -26% | -$174K | 0.01% | 552 |
|
|
2021
Q1 | $536K | Buy |
2,751
+54
| +2% | +$10.5K | 0.01% | 496 |
|
|
2020
Q4 | $481K | Buy |
2,697
+1,234
| +84% | +$220K | 0.02% | 521 |
|
|
2020
Q3 | $231K | Buy |
1,463
+163
| +13% | +$25.7K | 0.01% | 652 |
|
|
2020
Q2 | $176K | Buy |
1,300
+74
| +6% | +$10K | 0.01% | 710 |
|
|
2020
Q1 | $134K | Buy |
1,226
+205
| +20% | +$22.4K | 0.01% | 717 |
|
|
2019
Q4 | $158K | Buy |
1,021
+455
| +80% | +$70.4K | 0.01% | 749 |
|
|
2019
Q3 | $82K | Buy |
+566
| New | +$82K | 0.01% | 1152 |
|
|
2019
Q1 | $176K | Sell |
1,248
-1,853
| -60% | -$261K | 0.02% | 504 |
|
|
2018
Q4 | $353K | Sell |
3,101
-359
| -10% | -$40.9K | 0.02% | 653 |
|
|
2018
Q3 | $449K | Buy |
3,460
+1,450
| +72% | +$188K | 0.02% | 710 |
|
|
2018
Q2 | $201K | Sell |
2,010
-32
| -2% | -$3.2K | 0.01% | 1056 |
|
|
2018
Q1 | $200K | Hold |
2,042
| – | – | 0.01% | 991 |
|
|
2017
Q4 | $200K | Buy |
2,042
+170
| +9% | +$16.7K | 0.01% | 990 |
|
|
2017
Q3 | $178K | Buy |
1,872
+200
| +12% | +$19K | 0.01% | 1202 |
|
|
2017
Q2 | $150K | Sell |
1,672
-102
| -6% | -$9.15K | 0.01% | 1284 |
|
|
2017
Q1 | $143K | Buy |
1,774
+1,156
| +187% | +$93.2K | 0.01% | 1285 |
|
|
2016
Q4 | $47K | Buy |
618
+7
| +1% | +$532 | ﹤0.01% | 1907 |
|
|
2016
Q3 | $50K | Hold |
611
| – | – | ﹤0.01% | 1808 |
|
|
2016
Q2 | $40K | Sell |
611
-637
| -51% | -$41.7K | ﹤0.01% | 1904 |
|
|
2016
Q1 | $176K | Buy |
1,248
+1,219
| +4,203% | +$172K | 0.02% | 504 |
|
|
2015
Q4 | $2K | Buy |
+29
| New | +$2K | ﹤0.01% | 3316 |
|