Stratos Wealth Partners’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.13M | Buy |
7,149
+681
| +11% | +$107K | 0.02% | 655 |
|
2025
Q1 | $1.14M | Buy |
6,468
+743
| +13% | +$131K | 0.02% | 611 |
|
2024
Q4 | $1.13M | Sell |
5,725
-319
| -5% | -$62.7K | 0.02% | 653 |
|
2024
Q3 | $1.43M | Sell |
6,044
-140
| -2% | -$33.2K | 0.02% | 552 |
|
2024
Q2 | $1.31M | Buy |
6,184
+130
| +2% | +$27.5K | 0.02% | 562 |
|
2024
Q1 | $1.53M | Sell |
6,054
-653
| -10% | -$165K | 0.03% | 511 |
|
2023
Q4 | $1.55M | Sell |
6,707
-32
| -0.5% | -$7.4K | 0.03% | 481 |
|
2023
Q3 | $1.33M | Buy |
6,739
+404
| +6% | +$79.5K | 0.03% | 482 |
|
2023
Q2 | $1.42M | Buy |
6,335
+873
| +16% | +$196K | 0.03% | 429 |
|
2023
Q1 | $1.09M | Sell |
5,462
-878
| -14% | -$175K | 0.03% | 462 |
|
2022
Q4 | $1.3M | Buy |
6,340
+225
| +4% | +$46.1K | 0.03% | 441 |
|
2022
Q3 | $1.11M | Sell |
6,115
-85
| -1% | -$15.4K | 0.03% | 452 |
|
2022
Q2 | $1.35M | Sell |
6,200
-964
| -13% | -$209K | 0.03% | 415 |
|
2022
Q1 | $1.66M | Buy |
7,164
+69
| +1% | +$16K | 0.04% | 414 |
|
2021
Q4 | $2M | Sell |
7,095
-703
| -9% | -$198K | 0.04% | 353 |
|
2021
Q3 | $1.87M | Sell |
7,798
-2,456
| -24% | -$588K | 0.05% | 339 |
|
2021
Q2 | $2.49M | Sell |
10,254
-1,520
| -13% | -$368K | 0.06% | 283 |
|
2021
Q1 | $2.27M | Sell |
11,774
-189
| -2% | -$36.5K | 0.06% | 267 |
|
2020
Q4 | $2.14M | Buy |
11,963
+383
| +3% | +$68.6K | 0.06% | 264 |
|
2020
Q3 | $1.83M | Buy |
11,580
+4,313
| +59% | +$680K | 0.06% | 274 |
|
2020
Q2 | $1.03M | Buy |
7,267
+1,671
| +30% | +$237K | 0.04% | 374 |
|
2020
Q1 | $604K | Buy |
+5,596
| New | +$604K | 0.03% | 463 |
|
2018
Q4 | – | Sell |
-6
| Closed | -$1K | – | 1640 |
|
2018
Q3 | $1K | Sell |
6
-10,657
| -100% | -$1.78M | ﹤0.01% | 2847 |
|
2018
Q2 | $1.06M | Buy |
10,663
+10,297
| +2,813% | +$1.03M | 0.05% | 349 |
|
2018
Q1 | $36K | Buy |
+366
| New | +$36K | ﹤0.01% | 1748 |
|