Pinnacle Wealth Planning Services’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $113K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $225K | Sell |
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|
2024
Q3 | $336K | Sell |
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|
2024
Q2 | $303K | Buy |
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|
2024
Q1 | $358K | Buy |
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|
2023
Q4 | $322K | Sell |
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|
2023
Q3 | $317K | Sell |
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|
2023
Q2 | $364K | Buy |
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|
2023
Q1 | $263K | Buy |
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|
2022
Q4 | $240K | Sell |
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|
2022
Q3 | $262K | Buy |
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|
2022
Q2 | $259K | Buy |
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|
2022
Q1 | $260K | Sell |
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|
2021
Q4 | $343K | Buy |
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|
2021
Q3 | $265K | Buy |
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|
2021
Q2 | $257K | Sell |
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|
2021
Q1 | $206K | Buy |
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|
2020
Q4 | $182K | Buy |
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