OWA
Outlook Wealth Advisors’s IQVIA IQV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $529K | Buy |
3,356
+9
| +0.3% | +$1.42K | 0.14% | 139 |
|
|
2025
Q1 | $590K | Buy |
+3,347
| New | +$590K | 0.16% | 121 |
|
|
2024
Q4 | – | Sell |
-2,552
| Closed | -$605K | – | 263 |
|
|
2024
Q3 | $605K | Sell |
2,552
-44
| -2% | -$10.4K | 0.17% | 117 |
|
|
2024
Q2 | $549K | Sell |
2,596
-38
| -1% | -$8.04K | 0.17% | 123 |
|
|
2024
Q1 | $666K | Sell |
2,634
-173
| -6% | -$43.8K | 0.21% | 104 |
|
|
2023
Q4 | $649K | Sell |
2,807
-645
| -19% | -$149K | 0.23% | 93 |
|
|
2023
Q3 | $679K | Buy |
3,452
+85
| +3% | +$16.7K | 0.26% | 97 |
|
|
2023
Q2 | $757K | Buy |
3,367
+1,097
| +48% | +$247K | 0.29% | 86 |
|
|
2023
Q1 | $451K | Buy |
2,270
+87
| +4% | +$17.3K | 0.2% | 122 |
|
|
2022
Q4 | $447K | Buy |
2,183
+61
| +3% | +$12.5K | 0.21% | 113 |
|
|
2022
Q3 | $385K | Buy |
2,122
+45
| +2% | +$8.16K | 0.17% | 132 |
|
|
2022
Q2 | $450K | Buy |
2,077
+164
| +9% | +$35.5K | 0.18% | 131 |
|
|
2022
Q1 | $442K | Buy |
1,913
+25
| +1% | +$5.78K | 0.15% | 146 |
|
|
2021
Q4 | $533K | Buy |
1,888
+61
| +3% | +$17.2K | 0.16% | 134 |
|
|
2021
Q3 | $438K | Buy |
1,827
+42
| +2% | +$10.1K | 0.14% | 154 |
|
|
2021
Q2 | $433K | Buy |
+1,785
| New | +$433K | 0.14% | 159 |
|
|
2020
Q2 | – | Sell |
-2,774
| Closed | -$299K | – | 173 |
|
|
2020
Q1 | $299K | Buy |
2,774
+88
| +3% | +$9.49K | 0.17% | 121 |
|
|
2019
Q4 | $415K | Buy |
2,686
+23
| +0.9% | +$3.55K | 0.23% | 86 |
|
|
2019
Q3 | $398K | Buy |
2,663
+42
| +2% | +$6.28K | 0.24% | 94 |
|
|
2019
Q2 | $422K | Buy |
2,621
+164
| +7% | +$26.4K | 0.28% | 92 |
|
|
2019
Q1 | $353K | Buy |
2,457
+1,972
| +407% | +$283K | 0.29% | 90 |
|
|
2018
Q4 | $563K | Buy |
+485
| New | +$563K | 0.26% | 98 |
|