Atlas 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 | – | Sell |
-390
| Closed | -$68.8K | – | 967 |
|
|
2025
Q1 | $68.8K | Buy |
390
+100
| +34% | +$17.6K | 0.01% | 594 |
|
|
2024
Q4 | $57K | Sell |
290
-100
| -26% | -$19.7K | 0.01% | 590 |
|
|
2024
Q3 | $92.4K | Buy |
390
+90
| +30% | +$21.3K | 0.01% | 507 |
|
|
2024
Q2 | $63.4K | Sell |
300
-390
| -57% | -$82.5K | 0.01% | 558 |
|
|
2024
Q1 | $174K | Sell |
690
-200
| -22% | -$50.6K | 0.03% | 390 |
|
|
2023
Q4 | $206K | Hold |
890
| – | – | 0.03% | 366 |
|
|
2023
Q3 | $175K | Hold |
890
| – | – | 0.03% | 371 |
|
|
2023
Q2 | $200K | Buy |
890
+600
| +207% | +$135K | 0.03% | 366 |
|
|
2023
Q1 | $57.7K | Hold |
290
| – | – | 0.01% | 546 |
|
|
2022
Q4 | $59.4K | Sell |
290
-100
| -26% | -$20.5K | 0.01% | 518 |
|
|
2022
Q3 | $70.6K | Buy |
390
+100
| +34% | +$18.1K | 0.01% | 495 |
|
|
2022
Q2 | $62.9K | Hold |
290
| – | – | 0.01% | 527 |
|
|
2022
Q1 | $67.1K | Sell |
290
-30
| -9% | -$6.94K | 0.01% | 510 |
|
|
2021
Q4 | $90.3K | Hold |
320
| – | – | 0.01% | 468 |
|
|
2021
Q3 | $76.7K | Buy |
320
+25
| +8% | +$5.99K | 0.01% | 473 |
|
|
2021
Q2 | $71.5K | Buy |
295
+5
| +2% | +$1.21K | 0.01% | 493 |
|
|
2021
Q1 | $56K | Hold |
290
| – | – | 0.01% | 487 |
|
|
2020
Q4 | $52K | Buy |
+290
| New | +$52K | 0.01% | 464 |
|
|
2020
Q3 | – | Sell |
-290
| Closed | -$41.1K | – | 437 |
|
|
2020
Q2 | $41.1K | Hold |
290
| – | – | 0.01% | 499 |
|
|
2020
Q1 | $31.3K | Hold |
290
| – | – | 0.01% | 480 |
|
|
2019
Q4 | $44.8K | Hold |
290
| – | – | 0.01% | 477 |
|
|
2019
Q3 | $43.3K | Hold |
290
| – | – | 0.01% | 473 |
|
|
2019
Q2 | $46.7K | Hold |
290
| – | – | 0.02% | 481 |
|
|
2019
Q1 | $41.7K | Hold |
290
| – | – | 0.02% | 435 |
|
|
2018
Q4 | $33.7K | Hold |
290
| – | – | 0.01% | 443 |
|
|
2018
Q3 | $37.8K | Hold |
290
| – | – | 0.01% | 436 |
|
|
2018
Q2 | $31.6K | Buy |
+290
| New | +$31.6K | 0.01% | 421 |
|