Number of Shares
7,135.00
Current Holdings Value*
$1.40 Mil
% of Portfolio
0.57%
Total Estimate Gain
$-565,934.56
% of Total Estimate Gain
-21.24%

Maxwell Wealth Strategies Inc.'s IQVIA Holdings Inc Holding Summary

As of 2024-12-31, Maxwell Wealth Strategies Inc. held 7,135.00 shares of IQVIA Holdings Inc(IQV), totaling $1.40 Mil. This investment constitutes 0.57% of their stock portfolio, and Maxwell Wealth Strategies Inc. now holds 0% of the outstanding IQVIA Holdings Inc(IQV) stock.

The initial trade took place in 2023Q4. And since then Maxwell Wealth Strategies Inc. has made 3 purchases of IQV, at an average price of $230.30, for a total of 11,570.00 shares. In addition, there have been 1 sales at an average price of $210.56 for 4,435.00 shares. Based on historical transaction data and IQV's current price of $163.25, Maxwell Wealth Strategies Inc.'s estimated gain on his IQV holdings is $-565,934.56, reflecting a -21.24% gain to date.

Maxwell Wealth Strategies Inc. IQV ($163.25) Holding Chart

Maxwell Wealth Strategies Inc. IQV ($163.25) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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