IWA
IVC Wealth Advisors’s Solventum SOLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $524K | Sell |
6,903
-316
| -4% | -$24K | 0.26% | 70 |
|
|
2025
Q1 | $549K | Sell |
7,219
-24
| -0.3% | -$1.83K | 0.3% | 70 |
|
|
2024
Q4 | $478K | Buy |
7,243
+594
| +9% | +$39.2K | 0.27% | 75 |
|
|
2024
Q3 | $464K | Buy |
6,649
+318
| +5% | +$22.2K | 0.25% | 83 |
|
|
2024
Q2 | $335K | Buy |
+6,331
| New | +$335K | 0.19% | 111 |
|