Wetzel Investment Advisors’s IQVIA IQV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-847
Closed -$201K 125
2024
Q3
$201K Buy
847
+21
+3% +$4.98K 0.1% 119
2024
Q2
$209K Sell
826
-9
-1% -$2.28K 0.12% 112
2024
Q1
$190K Buy
835
+34
+4% +$7.72K 0.11% 119
2023
Q4
$185K Buy
+801
New +$185K 0.11% 114