Patriot Financial Group Insurance Agency’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 | – | Sell |
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|
2025
Q2 | $1.54M | Buy |
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|
2025
Q1 | $1.52M | Buy |
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|
2024
Q4 | $1.45M | Buy |
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|
2024
Q3 | $1.59M | Sell |
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|
2024
Q2 | $1.47M | Buy |
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|
2024
Q1 | $1.46M | Buy |
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|
2023
Q4 | $1.33M | Buy |
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|
2023
Q3 | $933K | Buy |
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|
2023
Q2 | $835K | Sell |
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|
2023
Q1 | $840K | Buy |
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|
2022
Q4 | $857K | Buy |
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|
2022
Q3 | $723K | Buy |
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|
2022
Q2 | $836K | Buy |
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|
2022
Q1 | $841K | Buy |
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|
2021
Q4 | $897K | Buy |
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|
2021
Q3 | $744K | Buy |
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|
2021
Q2 | $616K | Buy |
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|
2021
Q1 | $373K | Buy |
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|
2020
Q4 | $156K | Buy |
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|
2020
Q3 | $123K | Buy |
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|
2020
Q2 | $85K | Buy |
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|
2020
Q1 | $33K | Buy |
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|
2019
Q4 | $33K | Buy |
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|
2019
Q3 | $7K | Buy |
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|
2019
Q2 | $7K | Buy |
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|
2019
Q1 | $6K | Buy |
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|
2018
Q4 | $4K | Hold |
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|
2018
Q3 | $5K | Buy |
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