Private 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
$8.67K Buy
55
+52
+1,733% +$8.2K ﹤0.01% 536
2025
Q1
$529 Sell
3
-11
-79% -$1.94K ﹤0.01% 1396
2024
Q4
$2.75K Buy
14
+3
+27% +$590 ﹤0.01% 975
2024
Q3
$2.61K Buy
11
+1
+10% +$237 ﹤0.01% 973
2024
Q2
$2.12K Hold
10
﹤0.01% 1026
2024
Q1
$2.53K Hold
10
﹤0.01% 870
2023
Q4
$2.31K Buy
+10
New +$2.31K ﹤0.01% 920