Outlook Wealth Advisors’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $633K | Sell |
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|
2025
Q2 | $529K | Buy |
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|
2025
Q1 | $590K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $605K | Sell |
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|
2024
Q2 | $549K | Sell |
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|
2024
Q1 | $666K | Sell |
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|
2023
Q4 | $649K | Sell |
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|
2023
Q3 | $679K | Buy |
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|
2023
Q2 | $757K | Buy |
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|
2023
Q1 | $451K | Buy |
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|
2022
Q4 | $447K | Buy |
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|
2022
Q3 | $385K | Buy |
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|
2022
Q2 | $450K | Buy |
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|
2022
Q1 | $442K | Buy |
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|
2021
Q4 | $533K | Buy |
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|
2021
Q3 | $438K | Buy |
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|
2021
Q2 | $433K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $299K | Buy |
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|
2019
Q4 | $415K | Buy |
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|
2019
Q3 | $398K | Buy |
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|
2019
Q2 | $422K | Buy |
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|
2019
Q1 | $353K | Buy |
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|
2018
Q4 | $563K | Buy |
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