Phoenix Financial’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,174
| Closed | -$208K | – | 431 |
|
|
2025
Q1 | $208K | Sell |
1,174
-204
| -15% | -$36.1K | ﹤0.01% | 347 |
|
|
2024
Q4 | $271K | Buy |
1,378
+241
| +21% | +$47.4K | ﹤0.01% | 317 |
|
|
2024
Q3 | $270K | Sell |
1,137
-68
| -6% | -$16.1K | ﹤0.01% | 305 |
|
|
2024
Q2 | $256K | Buy |
1,205
+107
| +10% | +$22.7K | ﹤0.01% | 302 |
|
|
2024
Q1 | $277K | Sell |
1,098
-313
| -22% | -$78.9K | ﹤0.01% | 338 |
|
|
2023
Q4 | $328K | Sell |
1,411
-200
| -12% | -$46.5K | 0.01% | 268 |
|
|
2023
Q3 | $320K | Hold |
1,611
| – | – | 0.01% | 254 |
|
|
2023
Q2 | $356K | Buy |
1,611
+251
| +18% | +$55.5K | 0.01% | 254 |
|
|
2023
Q1 | $263K | Sell |
1,360
-2,424
| -64% | -$468K | 0.01% | 246 |
|
|
2022
Q4 | $786K | Sell |
3,784
-1,257
| -25% | -$261K | 0.02% | 197 |
|
|
2022
Q3 | $926K | Sell |
5,041
-1,469
| -23% | -$270K | 0.02% | 196 |
|
|
2022
Q2 | $1.38M | Sell |
6,510
-4,681
| -42% | -$992K | 0.03% | 190 |
|
|
2022
Q1 | $2.6M | Sell |
11,191
-2,596
| -19% | -$602K | 0.04% | 169 |
|
|
2021
Q4 | $3.89M | Buy |
13,787
+12,415
| +905% | +$3.51M | 0.06% | 135 |
|
|
2021
Q3 | $332K | Buy |
+1,372
| New | +$332K | 0.01% | 343 |
|
|
2021
Q2 | – | Sell |
-3,067
| Closed | -$585K | – | 352 |
|
|
2021
Q1 | $585K | Sell |
3,067
-22,459
| -88% | -$4.28M | 0.01% | 304 |
|
|
2020
Q4 | $4.52M | Buy |
25,526
+12,050
| +89% | +$2.13M | 0.12% | 142 |
|
|
2020
Q3 | $1.96M | Buy |
13,476
+769
| +6% | +$112K | 0.08% | 157 |
|
|
2020
Q2 | $1.65M | Buy |
12,707
+2,969
| +30% | +$386K | 0.07% | 179 |
|
|
2020
Q1 | $1.04M | Buy |
+9,738
| New | +$1.04M | 0.05% | 203 |
|