Western Pacific 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
Q2 | $133K | Hold |
845
| – | – | 0.13% | 89 |
|
|
2025
Q1 | $149K | Hold |
845
| – | – | 0.13% | 81 |
|
|
2024
Q4 | $166K | Buy |
845
+260
| +44% | +$51.1K | 0.13% | 76 |
|
|
2024
Q3 | $139K | Hold |
585
| – | – | 0.09% | 82 |
|
|
2024
Q2 | $124K | Hold |
585
| – | – | 0.09% | 75 |
|
|
2024
Q1 | $148K | Buy |
585
+15
| +3% | +$3.79K | 0.11% | 71 |
|
|
2023
Q4 | $132K | Buy |
570
+130
| +30% | +$30.1K | 0.1% | 68 |
|
|
2023
Q3 | $86.6K | Buy |
+440
| New | +$86.6K | 0.07% | 94 |
|