Wedmont Private Capital’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 |
-1,538
| Closed | -$313K | – | 732 |
|
|
2024
Q4 | $313K | Sell |
1,538
-504
| -25% | -$102K | 0.02% | 527 |
|
|
2024
Q3 | $460K | Buy |
2,042
+178
| +10% | +$40.1K | 0.03% | 377 |
|
|
2024
Q2 | $418K | Buy |
1,864
+169
| +10% | +$37.9K | 0.03% | 393 |
|
|
2024
Q1 | $416K | Buy |
1,695
+188
| +12% | +$46.1K | 0.03% | 368 |
|
|
2023
Q4 | $338K | Sell |
1,507
-97
| -6% | -$21.7K | 0.03% | 391 |
|
|
2023
Q3 | $320K | Buy |
1,604
+318
| +25% | +$63.5K | 0.03% | 361 |
|
|
2023
Q2 | $284K | Buy |
1,286
+3
| +0.2% | +$663 | 0.03% | 387 |
|
|
2023
Q1 | $253K | Sell |
1,283
-559
| -30% | -$110K | 0.03% | 386 |
|
|
2022
Q4 | $378K | Buy |
1,842
+411
| +29% | +$84.4K | 0.06% | 276 |
|
|
2022
Q3 | $259K | Sell |
1,431
-572
| -29% | -$104K | 0.05% | 289 |
|
|
2022
Q2 | $435K | Buy |
2,003
+418
| +26% | +$90.8K | 0.09% | 157 |
|
|
2022
Q1 | $378K | Buy |
1,585
+729
| +85% | +$174K | 0.08% | 185 |
|
|
2021
Q4 | $216K | Buy |
+856
| New | +$216K | 0.07% | 219 |
|