Annis Gardner Whiting Capital Advisors’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $59.3K | Buy |
376
+200
| +114% | +$31.5K | 0.02% | 388 |
|
|
2025
Q1 | $31K | Sell |
176
-2,012
| -92% | -$355K | 0.01% | 398 |
|
|
2024
Q4 | $430K | Sell |
2,188
-49
| -2% | -$9.63K | 0.12% | 141 |
|
|
2024
Q3 | $530K | Sell |
2,237
-74
| -3% | -$17.5K | 0.15% | 120 |
|
|
2024
Q2 | $489K | Buy |
2,311
+168
| +8% | +$35.5K | 0.14% | 132 |
|
|
2024
Q1 | $542K | Buy |
2,143
+235
| +12% | +$59.4K | 0.19% | 98 |
|
|
2023
Q4 | $441K | Buy |
1,908
+512
| +37% | +$118K | 0.2% | 95 |
|
|
2023
Q3 | $275K | Buy |
+1,396
| New | +$275K | 0.15% | 111 |
|