Perigon Wealth Management’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $427K | Sell |
2,709
-212
| -7% | -$33.4K | 0.01% | 722 |
|
|
2025
Q1 | $515K | Sell |
2,921
-86
| -3% | -$15.2K | 0.01% | 627 |
|
|
2024
Q4 | $594K | Buy |
3,007
+141
| +5% | +$27.9K | 0.01% | 584 |
|
|
2024
Q3 | $679K | Buy |
2,866
+72
| +3% | +$17.1K | 0.02% | 526 |
|
|
2024
Q2 | $591K | Sell |
2,794
-148
| -5% | -$31.3K | 0.02% | 496 |
|
|
2024
Q1 | $744K | Sell |
2,942
-102
| -3% | -$25.8K | 0.02% | 441 |
|
|
2023
Q4 | $704K | Sell |
3,044
-245
| -7% | -$56.7K | 0.02% | 416 |
|
|
2023
Q3 | $647K | Sell |
3,289
-118
| -3% | -$23.2K | 0.03% | 392 |
|
|
2023
Q2 | $766K | Buy |
3,407
+488
| +17% | +$110K | 0.03% | 365 |
|
|
2023
Q1 | $581K | Buy |
2,919
+4
| +0.1% | +$796 | 0.03% | 368 |
|
|
2022
Q4 | $597K | Buy |
2,915
+577
| +25% | +$118K | 0.04% | 357 |
|
|
2022
Q3 | $424K | Sell |
2,338
-175
| -7% | -$31.7K | 0.04% | 360 |
|
|
2022
Q2 | $545K | Buy |
2,513
+21
| +0.8% | +$4.55K | 0.05% | 316 |
|
|
2022
Q1 | $576K | Buy |
2,492
+263
| +12% | +$60.8K | 0.04% | 328 |
|
|
2021
Q4 | $629K | Buy |
2,229
+47
| +2% | +$13.3K | 0.05% | 291 |
|
|
2021
Q3 | $523K | Buy |
2,182
+80
| +4% | +$19.2K | 0.05% | 295 |
|
|
2021
Q2 | $509K | Buy |
2,102
+330
| +19% | +$79.9K | 0.05% | 309 |
|
|
2021
Q1 | $342K | Buy |
1,772
+1,646
| +1,306% | +$318K | 0.03% | 362 |
|
|
2020
Q4 | $23K | Buy |
+126
| New | +$23K | ﹤0.01% | 985 |
|