Venturi Wealth Management’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,361
| Closed | -$267K | – | 1210 |
|
|
2024
Q4 | $267K | Buy |
1,361
+1,193
| +710% | +$234K | 0.01% | 480 |
|
|
2024
Q3 | $39.8K | Buy |
168
+18
| +12% | +$4.27K | ﹤0.01% | 833 |
|
|
2024
Q2 | $31.7K | Buy |
150
+107
| +249% | +$22.6K | ﹤0.01% | 806 |
|
|
2024
Q1 | $10.9K | Buy |
43
+21
| +95% | +$5.31K | ﹤0.01% | 915 |
|
|
2023
Q4 | $5.09K | Sell |
22
-2
| -8% | -$463 | ﹤0.01% | 1024 |
|
|
2023
Q3 | $4.72K | Buy |
24
+21
| +700% | +$4.13K | ﹤0.01% | 996 |
|
|
2023
Q2 | $675 | Buy |
+3
| New | +$675 | ﹤0.01% | 1046 |
|