Semmax Financial Advisors’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.82M | Sell |
15,696
-3,309
| -17% | -$595K | 0.73% | 53 |
|
2025
Q1 | $2.83M | Buy |
19,005
+1,518
| +9% | +$226K | 0.77% | 52 |
|
2024
Q4 | $3.43M | Buy |
17,487
+1,061
| +6% | +$208K | 0.91% | 47 |
|
2024
Q3 | $3.51M | Buy |
16,426
+24
| +0.1% | +$5.13K | 0.96% | 42 |
|
2024
Q2 | $3.91M | Buy |
16,402
+1,771
| +12% | +$422K | 1.18% | 28 |
|
2024
Q1 | $3.35M | Buy |
14,631
+1,887
| +15% | +$432K | 1.1% | 40 |
|
2023
Q4 | $2.74M | Buy |
12,744
+1,139
| +10% | +$245K | 1% | 45 |
|
2023
Q3 | $2.25M | Buy |
+11,605
| New | +$2.25M | 0.9% | 45 |
|
2022
Q4 | $1.62M | Buy |
7,324
+688
| +10% | +$152K | 0.65% | 47 |
|
2022
Q3 | $1.38M | Sell |
6,636
-1,092
| -14% | -$227K | 0.58% | 48 |
|
2022
Q2 | $1.85M | Sell |
7,728
-781
| -9% | -$187K | 0.76% | 47 |
|
2022
Q1 | $1.97M | Sell |
8,509
-740
| -8% | -$171K | 0.77% | 53 |
|
2021
Q4 | $2.61M | Sell |
9,249
-2,598
| -22% | -$733K | 0.96% | 43 |
|
2021
Q3 | $2.84M | Sell |
11,847
-1,206
| -9% | -$289K | 0.98% | 42 |
|
2021
Q2 | $3.16M | Buy |
13,053
+793
| +6% | +$192K | 1.01% | 40 |
|
2021
Q1 | $2.37M | Buy |
12,260
+1,869
| +18% | +$361K | 0.84% | 47 |
|
2020
Q4 | $1.86M | Buy |
10,391
+854
| +9% | +$153K | 0.77% | 51 |
|
2020
Q3 | $1.5M | Buy |
9,537
+713
| +8% | +$112K | 0.72% | 54 |
|
2020
Q2 | $1.25M | Buy |
8,824
+569
| +7% | +$80.7K | 0.66% | 57 |
|
2020
Q1 | $890K | Buy |
8,255
+1,456
| +21% | +$157K | 0.56% | 58 |
|
2019
Q4 | $1.05M | Buy |
6,799
+539
| +9% | +$83.3K | 0.58% | 58 |
|
2019
Q3 | $935K | Buy |
6,260
+862
| +16% | +$129K | 0.56% | 56 |
|
2019
Q2 | $869K | Buy |
5,398
+2,650
| +96% | +$427K | 0.56% | 56 |
|
2019
Q1 | $395K | Buy |
2,748
+1,552
| +130% | +$223K | 0.27% | 96 |
|
2018
Q4 | $139K | Buy |
+1,196
| New | +$139K | 0.11% | 131 |
|