Phillips Wealth Planners’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $224K | Buy |
+1,364
| New | +$224K | 0.2% | 169 |
|
|
2024
Q4 | – | Sell |
-1,194
| Closed | -$278K | – | 185 |
|
|
2024
Q3 | $278K | Buy |
1,194
+41
| +4% | +$9.56K | 0.27% | 136 |
|
|
2024
Q2 | $244K | Buy |
1,153
+145
| +14% | +$30.7K | 0.26% | 150 |
|
|
2024
Q1 | $231K | Buy |
+1,008
| New | +$231K | 0.27% | 146 |
|