Integrated Wealth Concepts’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $751K | Buy |
4,763
+2,637
| +124% | +$416K | 0.01% | 1063 |
|
|
2025
Q1 | $375K | Sell |
2,126
-635
| -23% | -$112K | ﹤0.01% | 1285 |
|
|
2024
Q4 | $543K | Buy |
2,761
+566
| +26% | +$111K | 0.01% | 1090 |
|
|
2024
Q3 | $520K | Buy |
2,195
+24
| +1% | +$5.69K | 0.01% | 1062 |
|
|
2024
Q2 | $459K | Sell |
2,171
-9
| -0.4% | -$1.9K | 0.01% | 1086 |
|
|
2024
Q1 | $551K | Buy |
2,180
+14
| +0.6% | +$3.54K | 0.01% | 1014 |
|
|
2023
Q4 | $501K | Sell |
2,166
-306
| -12% | -$70.8K | 0.01% | 1003 |
|
|
2023
Q3 | $486K | Buy |
2,472
+42
| +2% | +$8.26K | 0.01% | 990 |
|
|
2023
Q2 | $546K | Sell |
2,430
-53
| -2% | -$11.9K | 0.01% | 949 |
|
|
2023
Q1 | $494K | Buy |
2,483
+94
| +4% | +$18.7K | 0.01% | 859 |
|
|
2022
Q4 | $489K | Sell |
2,389
-111
| -4% | -$22.7K | 0.01% | 664 |
|
|
2022
Q3 | $453K | Sell |
2,500
-179
| -7% | -$32.4K | 0.01% | 618 |
|
|
2022
Q2 | $581K | Sell |
2,679
-66
| -2% | -$14.3K | 0.02% | 562 |
|
|
2022
Q1 | $635K | Buy |
2,745
+20
| +0.7% | +$4.63K | 0.02% | 517 |
|
|
2021
Q4 | $769K | Sell |
2,725
-5
| -0.2% | -$1.41K | 0.02% | 500 |
|
|
2021
Q3 | $654K | Buy |
+2,730
| New | +$654K | 0.02% | 513 |
|