J.P. Morgan Private Wealth Advisors’s IQVIA IQV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.65M | Buy |
13,472
+98
| +0.7% | +$19.3K | 0.01% | 658 |
|
|
2023
Q2 | $3.01M | Sell |
13,374
-21,354
| -61% | -$4.8M | 0.02% | 453 |
|
|
2023
Q1 | $6.91M | Buy |
34,728
+11,708
| +51% | +$2.33M | 0.01% | 517 |
|
|
2022
Q4 | $4.72M | Sell |
23,020
-14,892
| -39% | -$3.05M | 0.01% | 590 |
|
|
2022
Q3 | $6.87M | Buy |
37,912
+2,416
| +7% | +$438K | 0.02% | 475 |
|
|
2022
Q2 | $7.7M | Sell |
35,496
-1,784
| -5% | -$387K | 0.02% | 473 |
|
|
2022
Q1 | $8.62M | Buy |
37,280
+14,314
| +62% | +$3.31M | 0.02% | 475 |
|
|
2021
Q4 | $6.48M | Buy |
22,966
+1,296
| +6% | +$366K | 0.01% | 547 |
|
|
2021
Q3 | $5.19M | Buy |
21,670
+2,175
| +11% | +$521K | 0.01% | 586 |
|
|
2021
Q2 | $4.72M | Buy |
19,495
+5,659
| +41% | +$1.37M | 0.01% | 610 |
|
|
2021
Q1 | $2.67M | Sell |
13,836
-6,693
| -33% | -$1.29M | 0.01% | 668 |
|
|
2020
Q4 | $3.68M | Buy |
20,529
+637
| +3% | +$114K | 0.01% | 567 |
|
|
2020
Q3 | $3.14M | Sell |
19,892
-4,065
| -17% | -$641K | 0.01% | 533 |
|
|
2020
Q2 | $3.4M | Buy |
23,957
+5,875
| +32% | +$834K | 0.02% | 453 |
|
|
2020
Q1 | $1.95M | Buy |
18,082
+1,310
| +8% | +$141K | 0.01% | 546 |
|
|
2019
Q4 | $2.59M | Buy |
16,772
+200
| +1% | +$30.9K | 0.01% | 566 |
|
|
2019
Q3 | $2.48M | Buy |
16,572
+4,443
| +37% | +$664K | 0.01% | 550 |
|
|
2019
Q2 | $1.95M | Sell |
12,129
-671
| -5% | -$108K | 0.01% | 596 |
|
|
2019
Q1 | $1.84M | Sell |
12,800
-723
| -5% | -$104K | 0.01% | 635 |
|
|
2018
Q4 | $1.57M | Sell |
13,523
-2,644
| -16% | -$307K | 0.01% | 624 |
|
|
2018
Q3 | $2.1M | Buy |
16,167
+1,332
| +9% | +$173K | 0.01% | 616 |
|
|
2018
Q2 | $1.48M | Sell |
14,835
-296
| -2% | -$29.6K | 0.01% | 665 |
|
|
2018
Q1 | $1.49M | Sell |
15,131
-568
| -4% | -$55.7K | 0.01% | 548 |
|
|
2017
Q4 | $1.54M | Buy |
15,699
+850
| +6% | +$83.2K | 0.01% | 546 |
|
|
2017
Q3 | $1.41M | Sell |
14,849
-4,176
| -22% | -$397K | 0.01% | 539 |
|
|
2017
Q2 | $1.7M | Sell |
19,025
-3,846
| -17% | -$344K | 0.01% | 492 |
|
|
2017
Q1 | $1.84M | Sell |
22,871
-10,510
| -31% | -$846K | 0.01% | 482 |
|
|
2016
Q4 | $2.54M | Buy |
33,381
+30,623
| +1,110% | +$2.33M | 0.02% | 396 |
|
|
2016
Q3 | $223K | Buy |
+2,758
| New | +$223K | ﹤0.01% | 1101 |
|