IVC Wealth Advisors’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q3 | $408K | Sell |
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2025
Q2 | $344K | Sell |
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2025
Q1 | $391K | Sell |
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2024
Q4 | $446K | Sell |
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2024
Q3 | $587K | Sell |
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2024
Q2 | $714K | Hold |
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2024
Q1 | $854K | Sell |
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2023
Q4 | $804K | Sell |
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2023
Q3 | $694K | Sell |
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2023
Q2 | $798K | Sell |
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2023
Q1 | $709K | Hold |
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2022
Q4 | $730K | Hold |
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2022
Q3 | $646K | Hold |
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2022
Q2 | $773K | Sell |
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2022
Q1 | $870K | Hold |
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2021
Q4 | $1.06M | Sell |
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2021
Q3 | $962K | Sell |
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2021
Q2 | $985K | Sell |
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2021
Q1 | $824K | Hold |
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2020
Q4 | $764K | Buy |
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