MWM
Moran Wealth Management’s IQVIA IQV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-68,330
| Closed | -$17.3M | – | 413 |
|
|
2024
Q1 | $17.3M | Sell |
68,330
-331
| -0.5% | -$83.7K | 0.56% | 55 |
|
|
2023
Q4 | $15.9M | Sell |
68,661
-2,033
| -3% | -$470K | 0.57% | 55 |
|
|
2023
Q3 | $13.9M | Sell |
70,694
-160
| -0.2% | -$31.5K | 0.54% | 68 |
|
|
2023
Q2 | $15.9M | Sell |
70,854
-374
| -0.5% | -$84.1K | 0.6% | 61 |
|
|
2023
Q1 | $14.2M | Buy |
71,228
+7,572
| +12% | +$1.51M | 0.54% | 72 |
|
|
2022
Q4 | $13M | Buy |
+63,656
| New | +$13M | 0.5% | 69 |
|