United Capital Financial Advisors’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $731K | Buy |
4,641
+2,181
| +89% | +$344K | 0.01% | 668 |
|
|
2025
Q1 | $434K | Sell |
2,460
-326
| -12% | -$57.5K | ﹤0.01% | 781 |
|
|
2024
Q4 | $547K | Sell |
2,786
-777
| -22% | -$153K | ﹤0.01% | 703 |
|
|
2024
Q3 | $844K | Buy |
3,563
+339
| +11% | +$80.3K | 0.01% | 588 |
|
|
2024
Q2 | $682K | Sell |
3,224
-240
| -7% | -$50.7K | 0.01% | 623 |
|
|
2024
Q1 | $876K | Sell |
3,464
-182
| -5% | -$46K | 0.01% | 585 |
|
|
2023
Q4 | $844K | Buy |
3,646
+1,501
| +70% | +$347K | 0.01% | 590 |
|
|
2023
Q3 | $422K | Sell |
2,145
-379
| -15% | -$74.6K | ﹤0.01% | 672 |
|
|
2023
Q2 | $567K | Sell |
2,524
-313
| -11% | -$70.3K | ﹤0.01% | 660 |
|
|
2023
Q1 | $564K | Buy |
2,837
+455
| +19% | +$90.5K | ﹤0.01% | 700 |
|
|
2022
Q4 | $488K | Sell |
2,382
-1,081
| -31% | -$221K | ﹤0.01% | 763 |
|
|
2022
Q3 | $627K | Buy |
3,463
+1,613
| +87% | +$292K | ﹤0.01% | 716 |
|
|
2022
Q2 | $401K | Buy |
1,850
+144
| +8% | +$31.2K | ﹤0.01% | 850 |
|
|
2022
Q1 | $394K | Sell |
1,706
-12
| -0.7% | -$2.77K | ﹤0.01% | 906 |
|
|
2021
Q4 | $485K | Buy |
1,718
+38
| +2% | +$10.7K | ﹤0.01% | 866 |
|
|
2021
Q3 | $402K | Sell |
1,680
-130
| -7% | -$31.1K | ﹤0.01% | 919 |
|
|
2021
Q2 | $439K | Buy |
+1,810
| New | +$439K | ﹤0.01% | 891 |
|
|
2021
Q1 | – | Sell |
-1,722
| Closed | -$309K | – | 1207 |
|
|
2020
Q4 | $309K | Sell |
1,722
-315
| -15% | -$56.5K | ﹤0.01% | 980 |
|
|
2020
Q3 | $321K | Sell |
2,037
-15
| -0.7% | -$2.36K | ﹤0.01% | 936 |
|
|
2020
Q2 | $291K | Sell |
2,052
-1,215
| -37% | -$172K | ﹤0.01% | 1001 |
|
|
2020
Q1 | $352K | Sell |
3,267
-1,893
| -37% | -$204K | ﹤0.01% | 931 |
|
|
2019
Q4 | $797K | Buy |
5,160
+904
| +21% | +$140K | 0.01% | 849 |
|
|
2019
Q3 | $636K | Buy |
4,256
+54
| +1% | +$8.07K | ﹤0.01% | 869 |
|
|
2019
Q2 | $676K | Buy |
4,202
+10
| +0.2% | +$1.61K | ﹤0.01% | 928 |
|
|
2019
Q1 | $603K | Sell |
4,192
-3,040
| -42% | -$437K | ﹤0.01% | 914 |
|
|
2018
Q4 | $840K | Buy |
7,232
+1,210
| +20% | +$141K | 0.01% | 761 |
|
|
2018
Q3 | $781K | Sell |
6,022
-1,449
| -19% | -$188K | 0.01% | 847 |
|
|
2018
Q2 | $746K | Buy |
7,471
+1,218
| +19% | +$122K | 0.01% | 837 |
|
|
2018
Q1 | $613K | Buy |
6,253
+1,854
| +42% | +$182K | ﹤0.01% | 904 |
|
|
2017
Q4 | $432K | Buy |
4,399
+50
| +1% | +$4.91K | ﹤0.01% | 1003 |
|
|
2017
Q3 | $413K | Buy |
4,349
+32
| +0.7% | +$3.04K | ﹤0.01% | 1016 |
|
|
2017
Q2 | $386K | Sell |
4,317
-13,794
| -76% | -$1.23M | ﹤0.01% | 998 |
|
|
2017
Q1 | $1.46M | Buy |
18,111
+1,958
| +12% | +$158K | 0.01% | 643 |
|
|
2016
Q4 | $1.23M | Buy |
16,153
+488
| +3% | +$37.1K | 0.01% | 690 |
|
|
2016
Q3 | $1.27M | Buy |
15,665
+697
| +5% | +$56.5K | 0.01% | 715 |
|
|
2016
Q2 | $973K | Sell |
14,968
-2,966
| -17% | -$193K | 0.01% | 741 |
|
|
2016
Q1 | $1.17M | Buy |
17,934
+1,193
| +7% | +$77.7K | 0.01% | 665 |
|
|
2015
Q4 | $1.15M | Buy |
16,741
+11,953
| +250% | +$820K | 0.01% | 658 |
|
|
2015
Q3 | $333K | Sell |
4,788
-2,354
| -33% | -$164K | ﹤0.01% | 1031 |
|
|
2015
Q2 | $519K | Buy |
7,142
+1,280
| +22% | +$93K | 0.01% | 907 |
|
|
2015
Q1 | $386K | Buy |
+5,862
| New | +$386K | ﹤0.01% | 999 |
|