Wealthfront Advisers’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $464K | Sell |
2,946
-1,364
| -32% | -$215K | ﹤0.01% | 810 |
|
|
2025
Q1 | $760K | Buy |
4,310
+296
| +7% | +$52.2K | ﹤0.01% | 712 |
|
|
2024
Q4 | $789K | Buy |
4,014
+523
| +15% | +$103K | ﹤0.01% | 710 |
|
|
2024
Q3 | $827K | Buy |
3,491
+193
| +6% | +$45.7K | ﹤0.01% | 682 |
|
|
2024
Q2 | $697K | Buy |
3,298
+284
| +9% | +$60K | ﹤0.01% | 690 |
|
|
2024
Q1 | $762K | Sell |
3,014
-15
| -0.5% | -$3.79K | ﹤0.01% | 669 |
|
|
2023
Q4 | $701K | Sell |
3,029
-2,360
| -44% | -$546K | ﹤0.01% | 657 |
|
|
2023
Q3 | $1.06M | Buy |
5,389
+438
| +9% | +$86.2K | ﹤0.01% | 543 |
|
|
2023
Q2 | $1.11M | Buy |
4,951
+1,437
| +41% | +$323K | ﹤0.01% | 533 |
|
|
2023
Q1 | $699K | Sell |
3,514
-416
| -11% | -$82.7K | ﹤0.01% | 594 |
|
|
2022
Q4 | $805K | Buy |
3,930
+1,261
| +47% | +$258K | ﹤0.01% | 550 |
|
|
2022
Q3 | $483K | Sell |
2,669
-975
| -27% | -$176K | ﹤0.01% | 603 |
|
|
2022
Q2 | $791K | Sell |
3,644
-23
| -0.6% | -$4.99K | ﹤0.01% | 520 |
|
|
2022
Q1 | $848K | Buy |
3,667
+728
| +25% | +$168K | ﹤0.01% | 545 |
|
|
2021
Q4 | $830K | Buy |
2,939
+629
| +27% | +$178K | ﹤0.01% | 512 |
|
|
2021
Q3 | $553K | Sell |
2,310
-84
| -4% | -$20.1K | ﹤0.01% | 551 |
|
|
2021
Q2 | $580K | Buy |
2,394
+650
| +37% | +$157K | ﹤0.01% | 504 |
|
|
2021
Q1 | $337K | Buy |
1,744
+395
| +29% | +$76.3K | ﹤0.01% | 496 |
|
|
2020
Q4 | $241K | Buy |
+1,349
| New | +$241K | ﹤0.01% | 506 |
|
|
2020
Q1 | – | Sell |
-4,319
| Closed | -$667K | – | 467 |
|
|
2019
Q4 | $667K | Sell |
4,319
-823
| -16% | -$127K | ﹤0.01% | 372 |
|
|
2019
Q3 | $768K | Sell |
5,142
-106
| -2% | -$15.8K | 0.01% | 332 |
|
|
2019
Q2 | $844K | Buy |
5,248
+993
| +23% | +$160K | 0.01% | 311 |
|
|
2019
Q1 | $612K | Buy |
+4,255
| New | +$612K | 0.01% | 334 |
|