OneDigital Investment 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 | $1.07M | Buy |
6,772
+781
| +13% | +$123K | 0.01% | 620 |
|
|
2025
Q1 | $1.06M | Sell |
5,991
-8,386
| -58% | -$1.48M | 0.01% | 591 |
|
|
2024
Q4 | $2.83M | Sell |
14,377
-59
| -0.4% | -$11.6K | 0.03% | 347 |
|
|
2024
Q3 | $3.42M | Sell |
14,436
-441
| -3% | -$105K | 0.04% | 314 |
|
|
2024
Q2 | $3.15M | Sell |
14,877
-9,620
| -39% | -$2.03M | 0.04% | 318 |
|
|
2024
Q1 | $6.19M | Buy |
24,497
+3,733
| +18% | +$944K | 0.1% | 173 |
|
|
2023
Q4 | $4.8M | Buy |
20,764
+7,122
| +52% | +$1.65M | 0.08% | 188 |
|
|
2023
Q3 | $2.68M | Buy |
13,642
+1,474
| +12% | +$290K | 0.06% | 225 |
|
|
2023
Q2 | $2.74M | Buy |
12,168
+1,185
| +11% | +$266K | 0.06% | 221 |
|
|
2023
Q1 | $2.18M | Buy |
10,983
+2,082
| +23% | +$414K | 0.05% | 260 |
|
|
2022
Q4 | $1.82M | Buy |
8,901
+1,247
| +16% | +$255K | 0.05% | 267 |
|
|
2022
Q3 | $1.39M | Buy |
+7,654
| New | +$1.39M | 0.05% | 242 |
|