Patriot Financial Group Insurance Agency’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.54M | Buy |
9,769
+1,132
| +13% | +$178K | 0.18% | 143 |
|
|
2025
Q1 | $1.52M | Buy |
8,637
+1,254
| +17% | +$221K | 0.2% | 122 |
|
|
2024
Q4 | $1.45M | Buy |
7,383
+661
| +10% | +$130K | 0.19% | 116 |
|
|
2024
Q3 | $1.59M | Sell |
6,722
-245
| -4% | -$58.1K | 0.21% | 109 |
|
|
2024
Q2 | $1.47M | Buy |
6,967
+1,190
| +21% | +$252K | 0.22% | 107 |
|
|
2024
Q1 | $1.46M | Buy |
5,777
+25
| +0.4% | +$6.32K | 0.23% | 104 |
|
|
2023
Q4 | $1.33M | Buy |
5,752
+1,011
| +21% | +$234K | 0.25% | 97 |
|
|
2023
Q3 | $933K | Buy |
4,741
+1,025
| +28% | +$202K | 0.19% | 140 |
|
|
2023
Q2 | $835K | Sell |
3,716
-507
| -12% | -$114K | 0.16% | 158 |
|
|
2023
Q1 | $840K | Buy |
4,223
+42
| +1% | +$8.35K | 0.17% | 141 |
|
|
2022
Q4 | $857K | Buy |
4,181
+188
| +5% | +$38.5K | 0.12% | 125 |
|
|
2022
Q3 | $723K | Buy |
3,993
+140
| +4% | +$25.3K | 0.18% | 146 |
|
|
2022
Q2 | $836K | Buy |
3,853
+215
| +6% | +$46.6K | 0.17% | 133 |
|
|
2022
Q1 | $841K | Buy |
3,638
+457
| +14% | +$106K | 0.15% | 152 |
|
|
2021
Q4 | $897K | Buy |
3,181
+74
| +2% | +$20.9K | 0.15% | 143 |
|
|
2021
Q3 | $744K | Buy |
3,107
+566
| +22% | +$136K | 0.13% | 174 |
|
|
2021
Q2 | $616K | Buy |
2,541
+609
| +32% | +$148K | 0.11% | 193 |
|
|
2021
Q1 | $373K | Buy |
1,932
+1,063
| +122% | +$205K | 0.09% | 244 |
|
|
2020
Q4 | $156K | Buy |
869
+87
| +11% | +$15.6K | 0.04% | 401 |
|
|
2020
Q3 | $123K | Buy |
782
+184
| +31% | +$28.9K | 0.04% | 355 |
|
|
2020
Q2 | $85K | Buy |
598
+290
| +94% | +$41.2K | 0.03% | 384 |
|
|
2020
Q1 | $33K | Buy |
308
+97
| +46% | +$10.4K | 0.02% | 539 |
|
|
2019
Q4 | $33K | Buy |
211
+167
| +380% | +$26.1K | 0.01% | 569 |
|
|
2019
Q3 | $7K | Buy |
44
+1
| +2% | +$159 | ﹤0.01% | 872 |
|
|
2019
Q2 | $7K | Buy |
43
+4
| +10% | +$651 | ﹤0.01% | 873 |
|
|
2019
Q1 | $6K | Buy |
39
+1
| +3% | +$154 | ﹤0.01% | 808 |
|
|
2018
Q4 | $4K | Hold |
38
| – | – | ﹤0.01% | 764 |
|
|
2018
Q3 | $5K | Buy |
+38
| New | +$5K | ﹤0.01% | 740 |
|