Perigon Wealth Management’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 | $513K | Sell |
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|
2025
Q2 | $427K | Sell |
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|
2025
Q1 | $515K | Sell |
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|
2024
Q4 | $594K | Buy |
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|
2024
Q3 | $679K | Buy |
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|
2024
Q2 | $591K | Sell |
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|
2024
Q1 | $744K | Sell |
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|
2023
Q4 | $704K | Sell |
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|
2023
Q3 | $647K | Sell |
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|
2023
Q2 | $766K | Buy |
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|
2023
Q1 | $581K | Buy |
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|
2022
Q4 | $597K | Buy |
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|
2022
Q3 | $424K | Sell |
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|
2022
Q2 | $545K | Buy |
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|
2022
Q1 | $576K | Buy |
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|
2021
Q4 | $629K | Buy |
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|
2021
Q3 | $523K | Buy |
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|
2021
Q2 | $509K | Buy |
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|
2021
Q1 | $342K | Buy |
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|
2020
Q4 | $23K | Buy |
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