LWANC
Laurel Wealth Advisors (North Carolina)’s IQVIA IQV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.95M | Buy |
779,598
+774,681
| +15,755% | +$4.92M | 0.07% | 138 |
|
|
2025
Q1 | $867K | Buy |
4,917
+345
| +8% | +$60.8K | 0.14% | 113 |
|
|
2024
Q4 | $898K | Buy |
4,572
+140
| +3% | +$27.5K | 0.14% | 110 |
|
|
2024
Q3 | $1.05M | Sell |
4,432
-215
| -5% | -$50.9K | 0.17% | 103 |
|
|
2024
Q2 | $983K | Buy |
4,647
+90
| +2% | +$19K | 0.17% | 105 |
|
|
2024
Q1 | $1.15M | Sell |
4,557
-5
| -0.1% | -$1.26K | 0.2% | 99 |
|
|
2023
Q4 | $1.06M | Sell |
4,562
-148
| -3% | -$34.2K | 0.2% | 99 |
|
|
2023
Q3 | $927K | Buy |
4,710
+50
| +1% | +$9.84K | 0.2% | 98 |
|
|
2023
Q2 | $1.05M | Buy |
4,660
+230
| +5% | +$51.7K | 0.21% | 92 |
|
|
2023
Q1 | $881K | Buy |
4,430
+415
| +10% | +$82.5K | 0.19% | 95 |
|
|
2022
Q4 | $823K | Sell |
4,015
-190
| -5% | -$38.9K | 0.19% | 96 |
|
|
2022
Q3 | $762K | Buy |
4,205
+20
| +0.5% | +$3.62K | 0.19% | 95 |
|
|
2022
Q2 | $908K | Hold |
4,185
| – | – | 0.22% | 87 |
|
|
2022
Q1 | $968K | Buy |
4,185
+30
| +0.7% | +$6.94K | 0.2% | 91 |
|
|
2021
Q4 | $1.17M | Buy |
4,155
+65
| +2% | +$18.3K | 0.24% | 85 |
|
|
2021
Q3 | $980K | Sell |
4,090
-1,000
| -20% | -$240K | 0.22% | 89 |
|
|
2021
Q2 | $1.23M | Buy |
5,090
+75
| +1% | +$18.2K | 0.27% | 81 |
|
|
2021
Q1 | $969K | Sell |
5,015
-115
| -2% | -$22.2K | 0.23% | 85 |
|
|
2020
Q4 | $919K | Buy |
5,130
+590
| +13% | +$106K | 0.24% | 82 |
|
|
2020
Q3 | $716K | Sell |
4,540
-232
| -5% | -$36.6K | 0.21% | 86 |
|
|
2020
Q2 | $677K | Buy |
4,772
+147
| +3% | +$20.9K | 0.22% | 85 |
|
|
2020
Q1 | $499K | Sell |
4,625
-215
| -4% | -$23.2K | 0.19% | 92 |
|
|
2019
Q4 | $748K | Hold |
4,840
| – | – | 0.24% | 81 |
|
|
2019
Q3 | $723K | Buy |
4,840
+230
| +5% | +$34.4K | 0.25% | 82 |
|
|
2019
Q2 | $742K | Hold |
4,610
| – | – | 0.26% | 79 |
|
|
2019
Q1 | $663K | Sell |
4,610
-65
| -1% | -$9.35K | 0.24% | 86 |
|
|
2018
Q4 | $543K | Buy |
+4,675
| New | +$543K | 0.22% | 90 |
|