WWA
WCG Wealth Advisors’s IQVIA IQV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.69M | Buy |
17,069
+566
| +3% | +$89.2K | 0.17% | 125 |
|
|
2025
Q1 | $2.91M | Sell |
16,503
-946
| -5% | -$167K | 0.22% | 108 |
|
|
2024
Q4 | $3.43M | Buy |
17,449
+292
| +2% | +$57.4K | 0.23% | 106 |
|
|
2024
Q3 | $4.07M | Sell |
17,157
-340
| -2% | -$80.6K | 0.27% | 99 |
|
|
2024
Q2 | $3.7M | Buy |
17,497
+224
| +1% | +$47.4K | 0.27% | 87 |
|
|
2024
Q1 | $4.37M | Sell |
17,273
-5,924
| -26% | -$1.5M | 0.37% | 70 |
|
|
2023
Q4 | $5.37M | Sell |
23,197
-2,652
| -10% | -$614K | 0.39% | 66 |
|
|
2023
Q3 | $5.15M | Buy |
25,849
+2,251
| +10% | +$448K | 0.38% | 67 |
|
|
2023
Q2 | $5.3M | Buy |
23,598
+248
| +1% | +$55.7K | 0.62% | 44 |
|
|
2023
Q1 | $4.64M | Buy |
23,350
+706
| +3% | +$140K | 0.6% | 47 |
|
|
2022
Q4 | $4.64M | Buy |
22,644
+2,238
| +11% | +$459K | 0.64% | 42 |
|
|
2022
Q3 | $3.96M | Sell |
20,406
-600
| -3% | -$116K | 0.52% | 46 |
|
|
2022
Q2 | $4.56M | Buy |
+21,006
| New | +$4.56M | 0.63% | 42 |
|