Marks Group Wealth Management’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
$8.06M Buy
2025
Q1
$8.09M Buy
2024
Q4
$6.77M Sell
2024
Q3
$8.2M Buy
2024
Q2
$7.17M Buy
2024
Q1
$7.82M Buy
2023
Q4
$7.13M Buy
2023
Q3
$6.01M Buy
2023
Q2
$6.82M Buy
2023
Q1
$5.91M Buy
2022
Q4
$6.01M Sell
2022
Q3
$6.75M Buy
2022
Q2
$7.93M Buy
2022
Q1
$7.96M Buy
2021
Q4
$8.95M Sell
2021
Q3
$7.62M Buy
2021
Q2
$6.1M Sell
2021
Q1
$5.5M Sell
2020
Q4
$5.27M Sell
2020
Q3
$4.65M Buy
2020
Q2
$4.19M Sell
2020
Q1
$4.91M Buy
2019
Q4
$6.02M Buy