Jones Financial Companies’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $616K | Buy |
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|
2025
Q1 | $272K | Buy |
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|
2024
Q4 | $239K | Buy |
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|
2024
Q3 | $182K | Buy |
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|
2024
Q2 | $21.1K | Buy |
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|
2024
Q1 | $9.1K | Sell |
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|
2023
Q4 | $15.5K | Buy |
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|
2023
Q3 | $12.4K | Buy |
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|
2023
Q2 | $7.42K | Hold |
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|
2023
Q1 | $6.56K | Sell |
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|
2022
Q4 | $10K | Hold |
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|
2022
Q3 | $9K | Sell |
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|
2022
Q2 | $14K | Buy |
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|
2022
Q1 | $13K | Sell |
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|
2021
Q4 | $18K | Buy |
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|
2021
Q3 | $8K | Hold |
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|
2021
Q2 | $8K | Hold |
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|
2021
Q1 | $6K | Buy |
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|
2020
Q4 | $4K | Buy |
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