United Capital Financial Advisors’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $731K | Buy |
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|
2025
Q1 | $434K | Sell |
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|
2024
Q4 | $547K | Sell |
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|
2024
Q3 | $844K | Buy |
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|
2024
Q2 | $682K | Sell |
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|
2024
Q1 | $876K | Sell |
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|
2023
Q4 | $844K | Buy |
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|
2023
Q3 | $422K | Sell |
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|
2023
Q2 | $567K | Sell |
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|
2023
Q1 | $564K | Buy |
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|
2022
Q4 | $488K | Sell |
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|
2022
Q3 | $627K | Buy |
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|
2022
Q2 | $401K | Buy |
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|
2022
Q1 | $394K | Sell |
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|
2021
Q4 | $485K | Buy |
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|
2021
Q3 | $402K | Sell |
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|
2021
Q2 | $439K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $309K | Sell |
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|
2020
Q3 | $321K | Sell |
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|
2020
Q2 | $291K | Sell |
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|
2020
Q1 | $352K | Sell |
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|
2019
Q4 | $797K | Buy |
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|
2019
Q3 | $636K | Buy |
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|
2019
Q2 | $676K | Buy |
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|
2019
Q1 | $603K | Sell |
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|
2018
Q4 | $840K | Buy |
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|
2018
Q3 | $781K | Sell |
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|
2018
Q2 | $746K | Buy |
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|
2018
Q1 | $613K | Buy |
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|
2017
Q4 | $432K | Buy |
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|
2017
Q3 | $413K | Buy |
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|
2017
Q2 | $386K | Sell |
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|
2017
Q1 | $1.46M | Buy |
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|
2016
Q4 | $1.23M | Buy |
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|
2016
Q3 | $1.27M | Buy |
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|
2016
Q2 | $973K | Sell |
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|
2016
Q1 | $1.17M | Buy |
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|
2015
Q4 | $1.15M | Buy |
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|
2015
Q3 | $333K | Sell |
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|
2015
Q2 | $519K | Buy |
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|
2015
Q1 | $386K | Buy |
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