Sowell Financial Services’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $323K | Buy |
2,049
+320
| +19% | +$50.4K | 0.01% | 752 |
|
2025
Q1 | $305K | Buy |
+1,729
| New | +$305K | 0.01% | 756 |
|
2021
Q2 | – | Sell |
-7,472
| Closed | -$1.73M | – | 1601 |
|
2021
Q1 | $1.73M | Buy |
7,472
+680
| +10% | +$157K | 0.06% | 276 |
|
2020
Q4 | $1.22M | Buy |
6,792
+1,736
| +34% | +$311K | 0.05% | 285 |
|
2020
Q3 | $797K | Sell |
5,056
-1,420
| -22% | -$224K | 0.04% | 351 |
|
2020
Q2 | $919K | Sell |
6,476
-6,808
| -51% | -$966K | 0.05% | 294 |
|
2020
Q1 | $1.43M | Buy |
13,284
+10,170
| +327% | +$1.1M | 0.11% | 195 |
|
2019
Q4 | $481K | Buy |
3,114
+506
| +19% | +$78.2K | 0.04% | 462 |
|
2019
Q3 | $390K | Buy |
+2,608
| New | +$390K | 0.03% | 470 |
|