Asset Dedication LLC’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.3K | Buy |
243
+168
| +224% | +$26.5K | ﹤0.01% | 565 |
|
|
2025
Q1 | $13.2K | Buy |
75
+3
| +4% | +$529 | ﹤0.01% | 727 |
|
|
2024
Q4 | $14.1K | Hold |
72
| – | – | ﹤0.01% | 712 |
|
|
2024
Q3 | $17.1K | Buy |
72
+8
| +13% | +$1.9K | ﹤0.01% | 718 |
|
|
2024
Q2 | $13.5K | Hold |
64
| – | – | ﹤0.01% | 765 |
|
|
2024
Q1 | $16K | Hold |
64
| – | – | ﹤0.01% | 622 |
|
|
2023
Q4 | $15K | Sell |
64
-12
| -16% | -$2.81K | ﹤0.01% | 620 |
|
|
2023
Q3 | $15K | Buy |
76
+12
| +19% | +$2.37K | ﹤0.01% | 616 |
|
|
2023
Q2 | $14K | Sell |
64
-10
| -14% | -$2.19K | ﹤0.01% | 621 |
|
|
2023
Q1 | $15K | Buy |
74
+10
| +16% | +$2.03K | ﹤0.01% | 604 |
|
|
2022
Q4 | $13K | Sell |
64
-4
| -6% | -$813 | ﹤0.01% | 620 |
|
|
2022
Q3 | $13K | Hold |
68
| – | – | ﹤0.01% | 586 |
|
|
2022
Q2 | $15K | Hold |
68
| – | – | ﹤0.01% | 315 |
|
|
2022
Q1 | $16K | Buy |
68
+4
| +6% | +$941 | ﹤0.01% | 593 |
|
|
2021
Q4 | $18K | Hold |
64
| – | – | ﹤0.01% | 557 |
|
|
2021
Q3 | $15K | Buy |
+64
| New | +$15K | ﹤0.01% | 623 |
|