JFS Wealth Advisors’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.6K | Sell |
67
-16
| -19% | -$2.52K | ﹤0.01% | 851 |
|
|
2025
Q1 | $14.6K | Sell |
83
-7
| -8% | -$1.23K | ﹤0.01% | 755 |
|
|
2024
Q4 | $17.7K | Sell |
90
-17
| -16% | -$3.34K | ﹤0.01% | 677 |
|
|
2024
Q3 | $25.4K | Buy |
107
+14
| +15% | +$3.32K | ﹤0.01% | 591 |
|
|
2024
Q2 | $19.7K | Buy |
93
+2
| +2% | +$423 | ﹤0.01% | 605 |
|
|
2024
Q1 | $23K | Buy |
91
+4
| +5% | +$1.01K | ﹤0.01% | 597 |
|
|
2023
Q4 | $20.1K | Sell |
87
-18
| -17% | -$4.17K | ﹤0.01% | 583 |
|
|
2023
Q3 | $20.7K | Buy |
105
+47
| +81% | +$9.25K | ﹤0.01% | 541 |
|
|
2023
Q2 | $13K | Buy |
58
+1
| +2% | +$225 | ﹤0.01% | 650 |
|
|
2023
Q1 | $11.3K | Sell |
57
-8
| -12% | -$1.59K | ﹤0.01% | 676 |
|
|
2022
Q4 | $13.3K | Buy |
65
+1
| +2% | +$205 | ﹤0.01% | 616 |
|
|
2022
Q3 | $12K | Sell |
64
-18
| -22% | -$3.38K | ﹤0.01% | 678 |
|
|
2022
Q2 | $18K | Buy |
82
+52
| +173% | +$11.4K | ﹤0.01% | 608 |
|
|
2022
Q1 | $7K | Buy |
30
+15
| +100% | +$3.5K | ﹤0.01% | 923 |
|
|
2021
Q4 | $4K | Buy |
+15
| New | +$4K | ﹤0.01% | 859 |
|