Northeast Financial Consultants’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,500
| Closed | -$295K | – | 284 |
|
|
2024
Q4 | $295K | Sell |
1,500
-1,040
| -41% | -$204K | 0.01% | 242 |
|
|
2024
Q3 | $602K | Hold |
2,540
| – | – | 0.03% | 184 |
|
|
2024
Q2 | $537K | Hold |
2,540
| – | – | 0.02% | 181 |
|
|
2024
Q1 | $642K | Sell |
2,540
-1,040
| -29% | -$263K | 0.03% | 172 |
|
|
2023
Q4 | $828K | Buy |
3,580
+1,500
| +72% | +$347K | 0.05% | 156 |
|
|
2023
Q3 | $409K | Hold |
2,080
| – | – | 0.03% | 199 |
|
|
2023
Q2 | $468K | Hold |
2,080
| – | – | 0.03% | 189 |
|
|
2023
Q1 | $414K | Hold |
2,080
| – | – | 0.03% | 214 |
|
|
2022
Q4 | $426K | Hold |
2,080
| – | – | 0.03% | 208 |
|
|
2022
Q3 | $377K | Hold |
2,080
| – | – | 0.03% | 230 |
|
|
2022
Q2 | $451K | Hold |
2,080
| – | – | 0.03% | 204 |
|
|
2022
Q1 | $481K | Hold |
2,080
| – | – | 0.03% | 236 |
|
|
2021
Q4 | $587K | Hold |
2,080
| – | – | 0.04% | 206 |
|
|
2021
Q3 | $498K | Hold |
2,080
| – | – | 0.03% | 225 |
|
|
2021
Q2 | $504K | Hold |
2,080
| – | – | 0.03% | 221 |
|
|
2021
Q1 | $402K | Hold |
2,080
| – | – | 0.03% | 231 |
|
|
2020
Q4 | $373K | Hold |
2,080
| – | – | 0.03% | 230 |
|
|
2020
Q3 | $328K | Hold |
2,080
| – | – | 0.03% | 220 |
|
|
2020
Q2 | $295K | Hold |
2,080
| – | – | 0.03% | 221 |
|
|
2020
Q1 | $224K | Hold |
2,080
| – | – | 0.03% | 233 |
|
|
2019
Q4 | $321K | Hold |
2,080
| – | – | 0.03% | 226 |
|
|
2019
Q3 | $311K | Hold |
2,080
| – | – | 0.03% | 238 |
|
|
2019
Q2 | $335K | Sell |
2,080
-2,386
| -53% | -$384K | 0.03% | 227 |
|
|
2019
Q1 | $642K | Buy |
+4,466
| New | +$642K | 0.07% | 156 |
|
|
2018
Q4 | – | Sell |
-4,466
| Closed | -$579K | – | 180 |
|
|
2018
Q3 | $579K | Buy |
+4,466
| New | +$579K | 0.16% | 78 |
|