Jones Financial Companies’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $616K | Buy |
3,911
+2,375
| +155% | +$374K | ﹤0.01% | 1191 |
|
|
2025
Q1 | $272K | Buy |
1,536
+321
| +26% | +$56.9K | ﹤0.01% | 1366 |
|
|
2024
Q4 | $239K | Buy |
1,215
+441
| +57% | +$86.7K | ﹤0.01% | 1273 |
|
|
2024
Q3 | $182K | Buy |
774
+674
| +674% | +$158K | ﹤0.01% | 1159 |
|
|
2024
Q2 | $21.1K | Buy |
100
+64
| +178% | +$13.5K | ﹤0.01% | 1522 |
|
|
2024
Q1 | $9.1K | Sell |
36
-31
| -46% | -$7.84K | ﹤0.01% | 1078 |
|
|
2023
Q4 | $15.5K | Buy |
67
+4
| +6% | +$925 | ﹤0.01% | 623 |
|
|
2023
Q3 | $12.4K | Buy |
63
+30
| +91% | +$5.9K | ﹤0.01% | 467 |
|
|
2023
Q2 | $7.42K | Hold |
33
| – | – | ﹤0.01% | 481 |
|
|
2023
Q1 | $6.56K | Sell |
33
-16
| -33% | -$3.18K | ﹤0.01% | 502 |
|
|
2022
Q4 | $10K | Hold |
49
| – | – | ﹤0.01% | 475 |
|
|
2022
Q3 | $9K | Sell |
49
-14
| -22% | -$2.57K | ﹤0.01% | 433 |
|
|
2022
Q2 | $14K | Buy |
63
+6
| +11% | +$1.33K | ﹤0.01% | 443 |
|
|
2022
Q1 | $13K | Sell |
57
-8
| -12% | -$1.83K | ﹤0.01% | 487 |
|
|
2021
Q4 | $18K | Buy |
65
+32
| +97% | +$8.86K | ﹤0.01% | 475 |
|
|
2021
Q3 | $8K | Hold |
33
| – | – | ﹤0.01% | 521 |
|
|
2021
Q2 | $8K | Hold |
33
| – | – | ﹤0.01% | 504 |
|
|
2021
Q1 | $6K | Buy |
33
+8
| +32% | +$1.46K | ﹤0.01% | 600 |
|
|
2020
Q4 | $4K | Buy |
+25
| New | +$4K | ﹤0.01% | 525 |
|