Spire Wealth Management’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $111K | Sell |
704
-27
| -4% | -$4.26K | ﹤0.01% | 935 |
|
|
2025
Q1 | $129K | Sell |
731
-2
| -0.3% | -$353 | ﹤0.01% | 942 |
|
|
2024
Q4 | $144K | Buy |
733
+220
| +43% | +$43.2K | ﹤0.01% | 920 |
|
|
2024
Q3 | $122K | Sell |
513
-207
| -29% | -$49.1K | ﹤0.01% | 851 |
|
|
2024
Q2 | $152K | Sell |
720
-29
| -4% | -$6.13K | 0.01% | 792 |
|
|
2024
Q1 | $189K | Sell |
749
-267
| -26% | -$67.5K | ﹤0.01% | 779 |
|
|
2023
Q4 | $219K | Buy |
1,016
+85
| +9% | +$18.3K | 0.01% | 735 |
|
|
2023
Q3 | $183K | Sell |
931
-12,767
| -93% | -$2.51M | 0.01% | 738 |
|
|
2023
Q2 | $3.08M | Sell |
13,698
-33
| -0.2% | -$7.42K | 0.11% | 176 |
|
|
2023
Q1 | $2.73M | Buy |
13,731
+13,564
| +8,122% | +$2.7M | 0.11% | 188 |
|
|
2022
Q4 | $34K | Buy |
167
+48
| +40% | +$9.77K | ﹤0.01% | 1136 |
|
|
2022
Q3 | $22K | Sell |
119
-1,070
| -90% | -$198K | ﹤0.01% | 1292 |
|
|
2022
Q2 | $258K | Sell |
1,189
-665
| -36% | -$144K | 0.01% | 675 |
|
|
2022
Q1 | $434K | Sell |
1,854
-2,932
| -61% | -$686K | 0.01% | 616 |
|
|
2021
Q4 | $1.35M | Buy |
4,786
+3,485
| +268% | +$984K | 0.03% | 391 |
|
|
2021
Q3 | $312K | Hold |
1,301
| – | – | 0.01% | 737 |
|
|
2021
Q2 | $315K | Sell |
1,301
-4,509
| -78% | -$1.09M | 0.01% | 754 |
|
|
2021
Q1 | $1.12M | Buy |
+5,810
| New | +$1.12M | 0.03% | 407 |
|