Pinnacle Wealth Planning Services’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,146
| Closed | -$225K | – | 417 |
|
|
2024
Q4 | $225K | Sell |
1,146
-272
| -19% | -$53.4K | 0.03% | 335 |
|
|
2024
Q3 | $336K | Sell |
1,418
-14
| -1% | -$3.32K | 0.05% | 270 |
|
|
2024
Q2 | $303K | Buy |
1,432
+17
| +1% | +$3.59K | 0.04% | 291 |
|
|
2024
Q1 | $358K | Buy |
1,415
+21
| +2% | +$5.31K | 0.05% | 256 |
|
|
2023
Q4 | $322K | Sell |
1,394
-217
| -13% | -$50.2K | 0.05% | 252 |
|
|
2023
Q3 | $317K | Sell |
1,611
-11
| -0.7% | -$2.16K | 0.05% | 244 |
|
|
2023
Q2 | $364K | Buy |
1,622
+300
| +23% | +$67.4K | 0.06% | 222 |
|
|
2023
Q1 | $263K | Buy |
1,322
+148
| +13% | +$29.4K | 0.04% | 300 |
|
|
2022
Q4 | $240K | Sell |
1,174
-274
| -19% | -$56.1K | 0.04% | 310 |
|
|
2022
Q3 | $262K | Buy |
1,448
+256
| +21% | +$46.3K | 0.05% | 267 |
|
|
2022
Q2 | $259K | Buy |
1,192
+65
| +6% | +$14.1K | 0.05% | 276 |
|
|
2022
Q1 | $260K | Sell |
1,127
-88
| -7% | -$20.3K | 0.05% | 302 |
|
|
2021
Q4 | $343K | Buy |
1,215
+109
| +10% | +$30.8K | 0.07% | 233 |
|
|
2021
Q3 | $265K | Buy |
1,106
+44
| +4% | +$10.5K | 0.06% | 262 |
|
|
2021
Q2 | $257K | Sell |
1,062
-4
| -0.4% | -$968 | 0.06% | 260 |
|
|
2021
Q1 | $206K | Buy |
1,066
+46
| +5% | +$8.89K | 0.05% | 296 |
|
|
2020
Q4 | $182K | Buy |
+1,020
| New | +$182K | 0.04% | 303 |
|