Principle Wealth Partners’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $303K | Hold |
1,920
| – | – | 0.02% | 303 |
|
|
2025
Q1 | $338K | Hold |
1,920
| – | – | 0.02% | 272 |
|
|
2024
Q4 | $377K | Hold |
1,920
| – | – | 0.03% | 257 |
|
|
2024
Q3 | $455K | Hold |
1,920
| – | – | 0.03% | 239 |
|
|
2024
Q2 | $406K | Hold |
1,920
| – | – | 0.03% | 244 |
|
|
2024
Q1 | $486K | Hold |
1,920
| – | – | 0.04% | 224 |
|
|
2023
Q4 | $444K | Hold |
1,920
| – | – | 0.04% | 218 |
|
|
2023
Q3 | $378K | Hold |
1,920
| – | – | 0.04% | 231 |
|
|
2023
Q2 | $432K | Hold |
1,920
| – | – | 0.04% | 214 |
|
|
2023
Q1 | $382K | Hold |
1,920
| – | – | 0.04% | 219 |
|
|
2022
Q4 | $393K | Hold |
1,920
| – | – | 0.04% | 216 |
|
|
2022
Q3 | $348 | Hold |
1,920
| – | – | 0.03% | 217 |
|
|
2022
Q2 | $417K | Hold |
1,920
| – | – | 0.05% | 209 |
|
|
2022
Q1 | $444K | Hold |
1,920
| – | – | 0.05% | 213 |
|
|
2021
Q4 | $542K | Hold |
1,920
| – | – | 0.06% | 197 |
|
|
2021
Q3 | $460K | Hold |
1,920
| – | – | 0.05% | 207 |
|
|
2021
Q2 | $465K | Hold |
1,920
| – | – | 0.05% | 206 |
|
|
2021
Q1 | $371K | Hold |
1,920
| – | – | 0.04% | 218 |
|
|
2020
Q4 | $344K | Hold |
1,920
| – | – | 0.05% | 211 |
|
|
2020
Q3 | $303K | Hold |
1,920
| – | – | 0.08% | 121 |
|
|
2020
Q2 | $272K | Hold |
1,920
| – | – | 0.08% | 127 |
|
|
2020
Q1 | $207K | Hold |
1,920
| – | – | 0.08% | 131 |
|
|
2019
Q4 | $297K | Hold |
1,920
| – | – | 0.09% | 127 |
|
|
2019
Q3 | $287K | Hold |
1,920
| – | – | 0.1% | 127 |
|
|
2019
Q2 | $309K | Hold |
1,920
| – | – | 0.16% | 103 |
|
|
2019
Q1 | $276K | Hold |
1,920
| – | – | 0.16% | 104 |
|
|
2018
Q4 | $223K | Buy |
+1,920
| New | +$223K | 0.19% | 102 |
|