Atria Investments’s IQVIA IQV Stock Holding History

Atria Investments’s Portfolio IQV Stock Details IQV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.53M	Buy	28,748 +9,312	+48%	+$1.47M	0.05%	410
2025 Q1	$3.43M	Sell	19,436 -269	-1%	-$47.4K	0.04%	493
2024 Q4	$3.87M	Sell	19,705 -699	-3%	-$137K	0.05%	432
2024 Q3	$4.84M	Buy	20,404 +1,261	+7%	+$299K	0.06%	363
2024 Q2	$4.05M	Buy	19,143 +778	+4%	+$165K	0.05%	407
2024 Q1	$4.64M	Buy	18,365 +786	+4%	+$199K	0.06%	361
2023 Q4	$4.07M	Sell	17,579 -2,077	-11%	-$481K	0.06%	350
2023 Q3	$3.87M	Buy	19,656 +376	+2%	+$74K	0.07%	350
2023 Q2	$4.33M	Sell	19,280 -4,002	-17%	-$900K	0.08%	307
2023 Q1	$4.63M	Buy	23,282 +551	+2%	+$110K	0.09%	285
2022 Q4	$4.66M	Sell	22,731 -702	-3%	-$144K	0.1%	269
2022 Q3	$4.25M	Buy	23,433 +1,269	+6%	+$230K	0.09%	267
2022 Q2	$4.81M	Sell	22,164 -3,099	-12%	-$672K	0.1%	237
2022 Q1	$5.84M	Buy	25,263 +3,296	+15%	+$762K	0.1%	233
2021 Q4	$6.2M	Sell	21,967 -1,688	-7%	-$476K	0.11%	225
2021 Q3	$5.67M	Buy	23,655 +563	+2%	+$135K	0.1%	218
2021 Q2	$5.6M	Buy	23,092 +3,129	+16%	+$758K	0.11%	218
2021 Q1	$3.86M	Buy	19,963 +501	+3%	+$96.8K	0.09%	273
2020 Q4	$3.49M	Sell	19,462 -1,059	-5%	-$190K	0.08%	263
2020 Q3	$3.24M	Buy	20,521 +261	+1%	+$41.1K	0.1%	235
2020 Q2	$2.87M	Buy	20,260 +2,768	+16%	+$393K	0.1%	242
2020 Q1	$1.89M	Buy	17,492 +2,063	+13%	+$223K	0.14%	140
2019 Q4	$2.38M	Buy	15,429 +5,471	+55%	+$845K	0.06%	257
2019 Q3	$1.49M	Buy	9,958 +58	+0.6%	+$8.67K	0.05%	298
2019 Q2	$1.54M	Buy	9,900 +1,201	+14%	+$186K	0.06%	281
2019 Q1	$1.25M	Buy	8,699 +926	+12%	+$133K	0.05%	302
2018 Q4	$903K	Buy	7,773 +149	+2%	+$17.3K	0.04%	328
2018 Q3	$989K	Buy	7,624 +1,797	+31%	+$233K	0.04%	396
2018 Q2	$582K	Buy	5,827 +1,591	+38%	+$159K	0.03%	522
2018 Q1	$416K	Buy	4,236 +2,006	+90%	+$197K	0.02%	569
2017 Q4	$218K	Buy	+2,230	New	+$218K	0.01%	754