Integrated Wealth Concepts’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
$751K Buy
2025
Q1
$375K Sell
2024
Q4
$543K Buy
2024
Q3
$520K Buy
2024
Q2
$459K Sell
2024
Q1
$551K Buy
2023
Q4
$501K Sell
2023
Q3
$486K Buy
2023
Q2
$546K Sell
2023
Q1
$494K Buy
2022
Q4
$489K Sell
2022
Q3
$453K Sell
2022
Q2
$581K Sell
2022
Q1
$635K Buy
2021
Q4
$769K Sell
2021
Q3
$654K Buy