MGWM
Marks Group Wealth Management’s IQVIA IQV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.06M | Buy |
51,164
+5,249
| +11% | +$827K | 0.75% | 69 |
|
|
2025
Q1 | $8.09M | Buy |
45,915
+11,449
| +33% | +$2.02M | 0.78% | 57 |
|
|
2024
Q4 | $6.77M | Sell |
34,466
-136
| -0.4% | -$26.7K | 0.67% | 69 |
|
|
2024
Q3 | $8.2M | Buy |
34,602
+678
| +2% | +$161K | 0.78% | 64 |
|
|
2024
Q2 | $7.17M | Buy |
33,924
+3,021
| +10% | +$639K | 0.76% | 63 |
|
|
2024
Q1 | $7.82M | Buy |
30,903
+96
| +0.3% | +$24.3K | 0.82% | 50 |
|
|
2023
Q4 | $7.13M | Buy |
30,807
+259
| +0.8% | +$59.9K | 0.81% | 53 |
|
|
2023
Q3 | $6.01M | Buy |
30,548
+211
| +0.7% | +$41.5K | 0.74% | 58 |
|
|
2023
Q2 | $6.82M | Buy |
30,337
+631
| +2% | +$142K | 0.81% | 49 |
|
|
2023
Q1 | $5.91M | Buy |
29,706
+353
| +1% | +$70.2K | 0.75% | 57 |
|
|
2022
Q4 | $6.01M | Sell |
29,353
-7,925
| -21% | -$1.62M | 0.82% | 52 |
|
|
2022
Q3 | $6.75M | Buy |
37,278
+709
| +2% | +$128K | 1.03% | 12 |
|
|
2022
Q2 | $7.94M | Buy |
36,569
+2,138
| +6% | +$464K | 1.14% | 8 |
|
|
2022
Q1 | $7.96M | Buy |
34,431
+2,728
| +9% | +$631K | 1% | 14 |
|
|
2021
Q4 | $8.95M | Sell |
31,703
-113
| -0.4% | -$31.9K | 1.09% | 12 |
|
|
2021
Q3 | $7.62M | Buy |
31,816
+6,707
| +27% | +$1.61M | 1.03% | 15 |
|
|
2021
Q2 | $6.1M | Sell |
25,109
-3,397
| -12% | -$825K | 0.84% | 27 |
|
|
2021
Q1 | $5.5M | Sell |
28,506
-909
| -3% | -$175K | 0.82% | 41 |
|
|
2020
Q4 | $5.27M | Sell |
29,415
-74
| -0.3% | -$13.3K | 0.82% | 41 |
|
|
2020
Q3 | $4.65M | Buy |
29,489
+46
| +0.2% | +$7.25K | 0.84% | 42 |
|
|
2020
Q2 | $4.19M | Sell |
29,443
-15,836
| -35% | -$2.25M | 0.85% | 48 |
|
|
2020
Q1 | $4.91M | Buy |
45,279
+6,308
| +16% | +$683K | 1.27% | 7 |
|
|
2019
Q4 | $6.02M | Buy |
+38,971
| New | +$6.02M | 1.18% | 5 |
|