PWM
Power Wealth Management’s IQVIA IQV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Sell |
7,190
-2,015
| -22% | -$318K | 0.44% | 40 |
|
|
2025
Q1 | $1.62M | Buy |
9,205
+2,229
| +32% | +$393K | 0.66% | 36 |
|
|
2024
Q4 | $1.37M | Buy |
6,976
+283
| +4% | +$55.6K | 0.57% | 34 |
|
|
2024
Q3 | $1.59M | Buy |
6,693
+811
| +14% | +$192K | 0.68% | 32 |
|
|
2024
Q2 | $1.24M | Buy |
5,882
+2,382
| +68% | +$504K | 0.59% | 38 |
|
|
2024
Q1 | $885K | Buy |
3,500
+1,003
| +40% | +$254K | 0.56% | 38 |
|
|
2023
Q4 | $578K | Buy |
+2,497
| New | +$578K | 0.4% | 50 |
|