SWA
SOA Wealth Advisors’s IQVIA IQV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $158 | Hold |
1
| – | – | ﹤0.01% | 826 |
|
|
2025
Q1 | $176 | Hold |
1
| – | – | ﹤0.01% | 831 |
|
|
2024
Q4 | $197 | Hold |
1
| – | – | ﹤0.01% | 823 |
|
|
2024
Q3 | $237 | Hold |
1
| – | – | ﹤0.01% | 784 |
|
|
2024
Q2 | $211 | Hold |
1
| – | – | ﹤0.01% | 799 |
|
|
2024
Q1 | $253 | Hold |
1
| – | – | ﹤0.01% | 844 |
|
|
2023
Q4 | $231 | Hold |
1
| – | – | ﹤0.01% | 844 |
|
|
2023
Q3 | $197 | Hold |
1
| – | – | ﹤0.01% | 875 |
|
|
2023
Q2 | $225 | Hold |
1
| – | – | ﹤0.01% | 873 |
|
|
2023
Q1 | $199 | Hold |
1
| – | – | ﹤0.01% | 905 |
|
|
2022
Q4 | $205 | Hold |
1
| – | – | ﹤0.01% | 903 |
|
|
2022
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 896 |
|
|
2022
Q2 | $0 | Sell |
1
-2
| -67% | – | ﹤0.01% | 911 |
|
|
2022
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 950 |
|
|
2021
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 923 |
|
|
2021
Q3 | $0 | Buy |
3
+1
| +50% | – | ﹤0.01% | 937 |
|
|
2021
Q2 | $0 | Buy |
+2
| New | – | ﹤0.01% | 914 |
|