Meridian Wealth Advisors’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.69M | Buy |
17,052
+521
| +3% | +$82.1K | 0.42% | 52 |
|
2025
Q1 | $2.91M | Buy |
16,531
+1,760
| +12% | +$310K | 0.49% | 46 |
|
2024
Q4 | $2.9M | Sell |
14,771
-2,407
| -14% | -$473K | 0.48% | 47 |
|
2024
Q3 | $4.07M | Buy |
17,178
+1,071
| +7% | +$254K | 0.68% | 41 |
|
2024
Q2 | $3.41M | Buy |
16,107
+381
| +2% | +$80.6K | 0.61% | 39 |
|
2024
Q1 | $3.98M | Buy |
15,726
+879
| +6% | +$222K | 0.75% | 40 |
|
2023
Q4 | $3.44M | Buy |
14,847
+768
| +5% | +$178K | 0.75% | 37 |
|
2023
Q3 | $2.77M | Buy |
14,079
+338
| +2% | +$66.5K | 0.69% | 38 |
|
2023
Q2 | $3.09M | Buy |
13,741
+550
| +4% | +$124K | 0.75% | 37 |
|
2023
Q1 | $2.62M | Buy |
13,191
+1,404
| +12% | +$279K | 0.66% | 41 |
|
2022
Q4 | $2.42M | Buy |
11,787
+1,135
| +11% | +$233K | 0.62% | 43 |
|
2022
Q3 | $1.93M | Sell |
10,652
-510
| -5% | -$92.4K | 0.54% | 42 |
|
2022
Q2 | $2.42M | Buy |
11,162
+222
| +2% | +$48.2K | 0.64% | 40 |
|
2022
Q1 | $2.53M | Buy |
10,940
+1,161
| +12% | +$268K | 0.59% | 44 |
|
2021
Q4 | $2.76M | Buy |
9,779
+829
| +9% | +$234K | 0.67% | 38 |
|
2021
Q3 | $2.14M | Buy |
8,950
+339
| +4% | +$81.2K | 0.6% | 41 |
|
2021
Q2 | $2.09M | Buy |
8,611
+566
| +7% | +$137K | 0.59% | 41 |
|
2021
Q1 | $1.55M | Buy |
8,045
+2,740
| +52% | +$529K | 0.52% | 50 |
|
2020
Q4 | $950K | Buy |
5,305
+1,206
| +29% | +$216K | 0.35% | 65 |
|
2020
Q3 | $646K | Buy |
4,099
+179
| +5% | +$28.2K | 0.28% | 80 |
|
2020
Q2 | $556K | Buy |
3,920
+183
| +5% | +$26K | 0.26% | 83 |
|
2020
Q1 | $403K | Sell |
3,737
-402
| -10% | -$43.4K | 0.22% | 84 |
|
2019
Q4 | $640K | Sell |
4,139
-120
| -3% | -$18.6K | 0.25% | 77 |
|
2019
Q3 | $636K | Buy |
4,259
+259
| +6% | +$38.7K | 0.27% | 74 |
|
2019
Q2 | $644K | Sell |
4,000
-197
| -5% | -$31.7K | 0.45% | 45 |
|
2019
Q1 | $604K | Buy |
4,197
+482
| +13% | +$69.4K | 0.44% | 47 |
|
2018
Q4 | $432K | Buy |
+3,715
| New | +$432K | 0.33% | 63 |
|