Prestige Wealth Management Group’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.26K | Sell |
27
-3
| -10% | -$473 | ﹤0.01% | 591 |
|
|
2025
Q1 | $5.29K | Hold |
30
| – | – | ﹤0.01% | 553 |
|
|
2024
Q4 | $5.9K | Hold |
30
| – | – | ﹤0.01% | 562 |
|
|
2024
Q3 | $7.11K | Hold |
30
| – | – | ﹤0.01% | 520 |
|
|
2024
Q2 | $6.34K | Hold |
30
| – | – | ﹤0.01% | 489 |
|
|
2024
Q1 | $7.59K | Hold |
30
| – | – | ﹤0.01% | 491 |
|
|
2023
Q4 | $6.94K | Sell |
30
-11
| -27% | -$2.55K | ﹤0.01% | 522 |
|
|
2023
Q3 | $8.07K | Hold |
41
| – | – | ﹤0.01% | 471 |
|
|
2023
Q2 | $9.22K | Hold |
41
| – | – | ﹤0.01% | 473 |
|
|
2023
Q1 | $8.16K | Hold |
41
| – | – | ﹤0.01% | 482 |
|
|
2022
Q4 | $8.4K | Buy |
41
+11
| +37% | +$2.25K | ﹤0.01% | 494 |
|
|
2022
Q3 | $5K | Hold |
30
| – | – | ﹤0.01% | 556 |
|
|
2022
Q2 | $7K | Hold |
30
| – | – | ﹤0.01% | 499 |
|
|
2022
Q1 | $7K | Hold |
30
| – | – | ﹤0.01% | 537 |
|
|
2021
Q4 | $8K | Hold |
30
| – | – | ﹤0.01% | 527 |
|
|
2021
Q3 | $7K | Hold |
30
| – | – | ﹤0.01% | 558 |
|
|
2021
Q2 | $7K | Hold |
30
| – | – | ﹤0.01% | 557 |
|
|
2021
Q1 | $6K | Hold |
30
| – | – | ﹤0.01% | 581 |
|
|
2020
Q4 | $5K | Buy |
30
+6
| +25% | +$1K | ﹤0.01% | 583 |
|
|
2020
Q3 | $4K | Hold |
24
| – | – | ﹤0.01% | 578 |
|
|
2020
Q2 | $3K | Sell |
24
-32
| -57% | -$4K | ﹤0.01% | 615 |
|
|
2020
Q1 | $6K | Buy |
+56
| New | +$6K | ﹤0.01% | 465 |
|
|
2019
Q1 | – | Sell |
-115
| Closed | -$13K | – | 811 |
|
|
2018
Q4 | $13K | Buy |
+115
| New | +$13K | 0.01% | 392 |
|