Williams Jones Wealth Management’s IQVIA IQV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$9.62M Buy
2024
Q4
Sell
2024
Q3
$220K Sell
2024
Q2
$233K Hold
2024
Q1
$279K Hold
2023
Q4
$255K Sell
2023
Q3
$229K Sell
2023
Q2
$268K Buy