Wealth Enhancement Advisory Services’s IQVIA IQV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.33M | Buy |
20,289
+7,030
| +53% | +$1.15M | 0.01% | 1091 |
|
|
2025
Q1 | $2.34M | Buy |
13,259
+3,398
| +34% | +$599K | ﹤0.01% | 1167 |
|
|
2024
Q4 | $1.94M | Buy |
9,861
+4,483
| +83% | +$881K | ﹤0.01% | 1205 |
|
|
2024
Q3 | $1.27M | Sell |
5,378
-33
| -0.6% | -$7.82K | ﹤0.01% | 1266 |
|
|
2024
Q2 | $1.14M | Sell |
5,411
-487
| -8% | -$103K | ﹤0.01% | 1217 |
|
|
2024
Q1 | $1.49M | Buy |
5,898
+300
| +5% | +$75.9K | ﹤0.01% | 1075 |
|
|
2023
Q4 | $1.3M | Sell |
5,598
-65,300
| -92% | -$15.1M | ﹤0.01% | 1058 |
|
|
2023
Q3 | $13.9M | Buy |
+70,898
| New | +$13.9M | 0.05% | 341 |
|
|
2016
Q3 | – | Sell |
-19,122
| Closed | -$1.25M | – | 159 |
|
|
2016
Q2 | $1.25M | Buy |
19,122
+2,114
| +12% | +$138K | 0.23% | 88 |
|
|
2016
Q1 | $1.12M | Buy |
17,008
+2,666
| +19% | +$176K | 0.23% | 91 |
|
|
2015
Q4 | $985K | Buy |
14,342
+1,650
| +13% | +$113K | 0.25% | 79 |
|
|
2015
Q3 | $863K | Buy |
12,692
+1,607
| +14% | +$109K | 0.26% | 79 |
|
|
2015
Q2 | $805K | Buy |
11,085
+1,049
| +10% | +$76.2K | 0.25% | 68 |
|
|
2015
Q1 | $672K | Buy |
+10,036
| New | +$672K | 0.26% | 82 |
|