LRIA
Leonard Rickey Investment Advisors’s IQVIA IQV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $237K | Buy |
1,505
+166
| +12% | +$26.2K | 0.05% | 105 |
|
|
2025
Q1 | $202K | Sell |
1,339
-115
| -8% | -$17.4K | 0.04% | 107 |
|
|
2024
Q4 | $286K | Buy |
1,454
+2
| +0.1% | +$393 | 0.07% | 88 |
|
|
2024
Q3 | $344K | Buy |
1,452
+42
| +3% | +$9.95K | 0.08% | 73 |
|
|
2024
Q2 | $298K | Buy |
1,410
+350
| +33% | +$74K | 0.07% | 78 |
|
|
2024
Q1 | $268K | Buy |
1,060
+18
| +2% | +$4.55K | 0.07% | 75 |
|
|
2023
Q4 | $241K | Sell |
1,042
-12
| -1% | -$2.78K | 0.07% | 72 |
|
|
2023
Q3 | $207K | Buy |
1,054
+88
| +9% | +$17.3K | 0.07% | 79 |
|
|
2023
Q2 | $217K | Buy |
+966
| New | +$217K | 0.08% | 68 |
|
|
2023
Q1 | – | Sell |
-998
| Closed | -$204K | – | 68 |
|
|
2022
Q4 | $204K | Buy |
+998
| New | +$204K | 0.09% | 64 |
|
|
2022
Q3 | – | Sell |
-930
| Closed | -$202K | – | 64 |
|
|
2022
Q2 | $202K | Buy |
930
+15
| +2% | +$3.26K | 0.09% | 63 |
|
|
2022
Q1 | $212K | Buy |
915
+19
| +2% | +$4.4K | 0.08% | 68 |
|
|
2021
Q4 | $253K | Buy |
896
+4
| +0.4% | +$1.13K | 0.09% | 62 |
|
|
2021
Q3 | $214K | Buy |
892
+27
| +3% | +$6.48K | 0.09% | 66 |
|
|
2021
Q2 | $212K | Buy |
+865
| New | +$212K | 0.09% | 68 |
|