Kestra Advisory Services’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $872K | Buy |
5,531
+406
| +8% | +$64K | ﹤0.01% | 1575 |
|
|
2025
Q1 | $904K | Sell |
5,125
-476
| -8% | -$83.9K | ﹤0.01% | 1447 |
|
|
2024
Q4 | $1.1M | Sell |
5,601
-1,117
| -17% | -$220K | 0.01% | 1359 |
|
|
2024
Q3 | $1.59M | Sell |
6,718
-846
| -11% | -$200K | 0.01% | 1075 |
|
|
2024
Q2 | $1.6M | Buy |
7,564
+1,358
| +22% | +$287K | 0.01% | 1072 |
|
|
2024
Q1 | $1.57M | Buy |
6,206
+710
| +13% | +$180K | 0.01% | 993 |
|
|
2023
Q4 | $1.27M | Buy |
5,496
+152
| +3% | +$35.2K | 0.01% | 1001 |
|
|
2023
Q3 | $1.05M | Buy |
5,344
+1,502
| +39% | +$296K | 0.01% | 970 |
|
|
2023
Q2 | $864K | Buy |
3,842
+450
| +13% | +$101K | 0.01% | 1047 |
|
|
2023
Q1 | $675K | Sell |
3,392
-4,058
| -54% | -$807K | 0.01% | 1129 |
|
|
2022
Q4 | $1.53M | Sell |
7,450
-1,534
| -17% | -$314K | 0.01% | 864 |
|
|
2022
Q3 | $1.63M | Buy |
8,984
+3,213
| +56% | +$582K | 0.02% | 748 |
|
|
2022
Q2 | $1.25M | Buy |
5,771
+507
| +10% | +$110K | 0.01% | 865 |
|
|
2022
Q1 | $1.22M | Sell |
5,264
-831
| -14% | -$192K | 0.01% | 869 |
|
|
2021
Q4 | $1.72M | Sell |
6,095
-4,730
| -44% | -$1.33M | 0.02% | 749 |
|
|
2021
Q3 | $2.59M | Buy |
10,825
+4,155
| +62% | +$995K | 0.03% | 606 |
|
|
2021
Q2 | $1.62M | Buy |
6,670
+900
| +16% | +$218K | 0.02% | 733 |
|
|
2021
Q1 | $1.11M | Sell |
5,770
-3,747
| -39% | -$723K | 0.01% | 817 |
|
|
2020
Q4 | $1.69M | Buy |
+9,517
| New | +$1.69M | 0.02% | 647 |
|