True Wealth Design’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $87.9K | Buy |
558
+150
| +37% | +$23.6K | 0.03% | 121 |
|
|
2025
Q1 | $71.9K | Buy |
408
+325
| +392% | +$57.3K | 0.03% | 138 |
|
|
2024
Q4 | $16.3K | Buy |
83
+74
| +822% | +$14.5K | 0.01% | 345 |
|
|
2024
Q3 | $2.13K | Buy |
9
+1
| +13% | +$237 | ﹤0.01% | 768 |
|
|
2024
Q2 | $1.69K | Buy |
8
+2
| +33% | +$423 | ﹤0.01% | 387 |
|
|
2024
Q1 | $1.52K | Buy |
6
+3
| +100% | +$759 | ﹤0.01% | 381 |
|
|
2023
Q4 | $695 | Hold |
3
| – | – | ﹤0.01% | 401 |
|
|
2023
Q3 | $591 | Hold |
3
| – | – | ﹤0.01% | 391 |
|
|
2023
Q2 | $675 | Hold |
3
| – | – | ﹤0.01% | 378 |
|
|
2023
Q1 | $597 | Hold |
3
| – | – | ﹤0.01% | 490 |
|
|
2022
Q4 | $615 | Buy |
+3
| New | +$615 | ﹤0.01% | 416 |
|