Peterson Wealth Services’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $295K | Buy |
1,872
+10
| +0.5% | +$1.58K | 0.08% | 107 |
|
|
2025
Q1 | $328K | Buy |
1,862
+2
| +0.1% | +$353 | 0.1% | 106 |
|
|
2024
Q4 | $366K | Buy |
1,860
+305
| +20% | +$59.9K | 0.11% | 99 |
|
|
2024
Q3 | $368K | Buy |
1,555
+253
| +19% | +$60K | 0.12% | 101 |
|
|
2024
Q2 | $275K | Buy |
1,302
+25
| +2% | +$5.29K | 0.1% | 107 |
|
|
2024
Q1 | $323K | Buy |
1,277
+37
| +3% | +$9.36K | 0.12% | 103 |
|
|
2023
Q4 | $287K | Buy |
1,240
+34
| +3% | +$7.87K | 0.12% | 80 |
|
|
2023
Q3 | $237K | Sell |
1,206
-2
| -0.2% | -$394 | 0.18% | 61 |
|
|
2023
Q2 | $272K | Buy |
1,208
+22
| +2% | +$4.95K | 0.13% | 81 |
|
|
2023
Q1 | $236K | Sell |
1,186
-56
| -5% | -$11.1K | 0.12% | 89 |
|
|
2022
Q4 | $254K | Buy |
1,242
+31
| +3% | +$6.35K | 0.15% | 79 |
|
|
2022
Q3 | $219K | Buy |
1,211
+106
| +10% | +$19.2K | 0.16% | 81 |
|
|
2022
Q2 | $240K | Buy |
1,105
+60
| +6% | +$13K | 0.17% | 78 |
|
|
2022
Q1 | $242K | Buy |
1,045
+167
| +19% | +$38.7K | 0.15% | 81 |
|
|
2021
Q4 | $248K | Buy |
+878
| New | +$248K | 0.16% | 79 |
|