Williams Jones Wealth Management’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 |
-927
| Closed | -$220K | – | 520 |
|
|
2024
Q3 | $220K | Sell |
927
-177
| -16% | -$41.9K | ﹤0.01% | 476 |
|
|
2024
Q2 | $233K | Hold |
1,104
| – | – | ﹤0.01% | 455 |
|
|
2024
Q1 | $279K | Hold |
1,104
| – | – | ﹤0.01% | 442 |
|
|
2023
Q4 | $255K | Sell |
1,104
-58
| -5% | -$13.4K | ﹤0.01% | 448 |
|
|
2023
Q3 | $229K | Sell |
1,162
-30
| -3% | -$5.9K | ﹤0.01% | 462 |
|
|
2023
Q2 | $268K | Buy |
+1,192
| New | +$268K | ﹤0.01% | 433 |
|