SSWM
Sheets Smith Wealth Management’s IQVIA IQV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.75M | Hold |
49,150
| – | – | 0.91% | 24 |
|
|
2025
Q1 | $8.67M | Buy |
49,150
+155
| +0.3% | +$27.3K | 1.08% | 20 |
|
|
2024
Q4 | $9.63M | Hold |
48,995
| – | – | 1.18% | 18 |
|
|
2024
Q3 | $11.6M | Sell |
48,995
-1,000
| -2% | -$237K | 1.42% | 14 |
|
|
2024
Q2 | $10.6M | Sell |
49,995
-10,885
| -18% | -$2.3M | 1.26% | 16 |
|
|
2024
Q1 | $15.4M | Buy |
60,880
+10,000
| +20% | +$2.53M | 1.72% | 13 |
|
|
2023
Q4 | $11.8M | Sell |
50,880
-445
| -0.9% | -$103K | 1.67% | 11 |
|
|
2023
Q3 | $10.1M | Sell |
51,325
-500
| -1% | -$98.4K | 1.54% | 14 |
|
|
2023
Q2 | $11.6M | Buy |
51,825
+260
| +0.5% | +$58.4K | 1.7% | 13 |
|
|
2023
Q1 | $10.3M | Sell |
51,565
-10,000
| -16% | -$1.99M | 1.57% | 13 |
|
|
2022
Q4 | $12.6M | Sell |
61,565
-1,460
| -2% | -$299K | 1.97% | 7 |
|
|
2022
Q3 | $11.4M | Hold |
63,025
| – | – | 1.91% | 7 |
|
|
2022
Q2 | $13.7M | Buy |
63,025
+14,147
| +29% | +$3.07M | 2.25% | 6 |
|
|
2022
Q1 | $11.3M | Sell |
48,878
-2,987
| -6% | -$691K | 1.56% | 14 |
|
|
2021
Q4 | $14.6M | Buy |
51,865
+118
| +0.2% | +$33.3K | 1.82% | 10 |
|
|
2021
Q3 | $12.4M | Sell |
51,747
-879
| -2% | -$211K | 1.68% | 12 |
|
|
2021
Q2 | $12.8M | Buy |
52,626
+10
| +0% | +$2.42K | 1.72% | 12 |
|
|
2021
Q1 | $10.2M | Hold |
52,616
| – | – | 1.5% | 15 |
|
|
2020
Q4 | $9.43M | Buy |
52,616
+1,872
| +4% | +$335K | 1.43% | 15 |
|
|
2020
Q3 | $8M | Hold |
50,744
| – | – | 1.39% | 17 |
|
|
2020
Q2 | $7.2M | Hold |
50,744
| – | – | 1.44% | 17 |
|
|
2020
Q1 | $5.47M | Sell |
50,744
-2,156
| -4% | -$233K | 1.15% | 24 |
|
|
2019
Q4 | $8.17M | Sell |
52,900
-800
| -1% | -$124K | 1.56% | 10 |
|
|
2019
Q3 | $8.02M | Sell |
53,700
-300
| -0.6% | -$44.8K | 1.65% | 9 |
|
|
2019
Q2 | $8.69M | Sell |
54,000
-200
| -0.4% | -$32.2K | 1.78% | 7 |
|
|
2019
Q1 | $7.8M | Sell |
54,200
-500
| -0.9% | -$71.9K | 1.69% | 7 |
|
|
2018
Q4 | $6.35M | Buy |
54,700
+1,000
| +2% | +$116K | 1.71% | 7 |
|
|
2018
Q3 | $6.97M | Sell |
53,700
-2,000
| -4% | -$259K | 1.44% | 9 |
|
|
2018
Q2 | $5.56M | Sell |
55,700
-3,157
| -5% | -$315K | 1.3% | 14 |
|
|
2018
Q1 | $5.77M | Sell |
58,857
-78
| -0.1% | -$7.65K | 1.39% | 13 |
|
|
2017
Q4 | $5.77M | Buy |
58,935
+68
| +0.1% | +$6.66K | 1.36% | 12 |
|
|
2017
Q3 | $5.6M | Sell |
58,867
-1,027
| -2% | -$97.6K | 1.41% | 11 |
|
|
2017
Q2 | $5.36M | Buy |
59,894
+3,394
| +6% | +$304K | 1.42% | 11 |
|
|
2017
Q1 | $4.55M | Hold |
56,500
| – | – | 1.21% | 14 |
|
|
2016
Q4 | $4.3M | Hold |
56,500
| – | – | 1.21% | 12 |
|
|
2016
Q3 | $4.58M | Sell |
56,500
-200
| -0.4% | -$16.2K | 1.29% | 12 |
|
|
2016
Q2 | $3.7M | Buy |
56,700
+35,900
| +173% | +$2.35M | 1.08% | 16 |
|
|
2016
Q1 | $1.35M | Buy |
+20,800
| New | +$1.35M | 0.42% | 68 |
|