Steward Partners Investment Advisory’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.2M | Buy |
64,854
+2,329
| +4% | +$367K | 0.08% | 245 |
|
|
2025
Q1 | $11M | Sell |
62,525
-4,948
| -7% | -$872K | 0.1% | 210 |
|
|
2024
Q4 | $13.3M | Buy |
67,473
+1,273
| +2% | +$250K | 0.12% | 171 |
|
|
2024
Q3 | $15.7M | Buy |
66,200
+2,059
| +3% | +$488K | 0.15% | 145 |
|
|
2024
Q2 | $13.6M | Buy |
64,141
+2,185
| +4% | +$462K | 0.14% | 148 |
|
|
2024
Q1 | $15.7M | Buy |
61,956
+34,409
| +125% | +$8.7M | 0.17% | 119 |
|
|
2023
Q4 | $6.37M | Buy |
27,547
+182
| +0.7% | +$42.1K | 0.09% | 236 |
|
|
2023
Q3 | $5.38M | Sell |
27,365
-11,807
| -30% | -$2.32M | 0.08% | 243 |
|
|
2023
Q2 | $8.8M | Buy |
39,172
+13,123
| +50% | +$2.95M | 0.13% | 165 |
|
|
2023
Q1 | $5.18M | Sell |
26,049
-1,538
| -6% | -$306K | 0.08% | 247 |
|
|
2022
Q4 | $5.65M | Sell |
27,587
-5,516
| -17% | -$1.13M | 0.1% | 228 |
|
|
2022
Q3 | $6M | Sell |
33,103
-6,376
| -16% | -$1.15M | 0.11% | 195 |
|
|
2022
Q2 | $8.57M | Sell |
39,479
-3,347
| -8% | -$726K | 0.16% | 149 |
|
|
2022
Q1 | $9.9M | Sell |
42,826
-2,860
| -6% | -$661K | 0.15% | 157 |
|
|
2021
Q4 | $12.9M | Buy |
45,686
+10,929
| +31% | +$3.08M | 0.2% | 124 |
|
|
2021
Q3 | $8.33M | Buy |
34,757
+9,222
| +36% | +$2.21M | 0.14% | 163 |
|
|
2021
Q2 | $6.19M | Buy |
25,535
+6,048
| +31% | +$1.47M | 0.1% | 205 |
|
|
2021
Q1 | $3.76M | Sell |
19,487
-1,171
| -6% | -$226K | 0.07% | 301 |
|
|
2020
Q4 | $3.7M | Sell |
20,658
-73
| -0.4% | -$13.1K | 0.08% | 252 |
|
|
2020
Q3 | $3.27M | Buy |
20,731
+451
| +2% | +$71.1K | 0.08% | 238 |
|
|
2020
Q2 | $2.88M | Sell |
20,280
-613
| -3% | -$87K | 0.08% | 242 |
|
|
2020
Q1 | $2.25M | Buy |
20,893
+4,968
| +31% | +$536K | 0.08% | 238 |
|
|
2019
Q4 | $2.46M | Buy |
15,925
+93
| +0.6% | +$14.4K | 0.07% | 268 |
|
|
2019
Q3 | $2.36M | Sell |
15,832
-1,407
| -8% | -$210K | 0.08% | 255 |
|
|
2019
Q2 | $2.77M | Buy |
17,239
+2,068
| +14% | +$333K | 0.1% | 203 |
|
|
2019
Q1 | $2.18M | Buy |
15,171
+2,890
| +24% | +$416K | 0.09% | 217 |
|
|
2018
Q4 | $1.43M | Buy |
12,281
+2,014
| +20% | +$234K | 0.07% | 276 |
|
|
2018
Q3 | $1.33M | Buy |
10,267
+7,334
| +250% | +$951K | 0.06% | 282 |
|
|
2018
Q2 | $293K | Buy |
2,933
+476
| +19% | +$47.6K | 0.02% | 572 |
|
|
2018
Q1 | $241K | Buy |
2,457
+2,027
| +471% | +$199K | 0.02% | 584 |
|
|
2017
Q4 | $42K | Buy |
430
+96
| +29% | +$9.38K | ﹤0.01% | 887 |
|
|
2017
Q3 | $31K | Sell |
334
-20
| -6% | -$1.86K | ﹤0.01% | 818 |
|
|
2017
Q2 | $31K | Buy |
354
+327
| +1,211% | +$28.6K | ﹤0.01% | 753 |
|
|
2017
Q1 | $2K | Buy |
+27
| New | +$2K | ﹤0.01% | 1313 |
|