Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-10,750
Closed -$2.27M 312
2024
Q2
$2.27M Hold
10,750
0.02% 184
2024
Q1
$2.72M Hold
10,750
0.03% 187
2023
Q4
$2.49M Sell
10,750
-693
-6% -$142K 0.03% 193
2023
Q3
$2.25M Sell
11,443
-80
-0.7% -$17.4K 0.03% 201
2023
Q2
$2.59M Sell
11,523
-1,470
-11% -$295K 0.02% 220
2023
Q1
$2.58M Hold
12,993
0.03% 243
2022
Q4
$2.66M Sell
12,993
-130
-1% -$26.4K 0.03% 246
2022
Q3
$2.38M Sell
13,123
-520
-4% -$114K 0.03% 257
2022
Q2
$2.96K Buy
13,643
+10,110
+286% +$2.2M 0.03% 243
2022
Q1
$817K Hold
3,533
0.01% 469
2021
Q4
$997K Buy
3,533
+250
+8% +$64.9K 0.01% 458
2021
Q3
$786K Sell
3,283
-360
-10% -$90.9K 0.01% 275
2021
Q2
$883K Buy
3,643
+43
+1% +$9.93K 0.01% 270
2021
Q1
$695K Sell
3,600
-1,050
-23% -$197K 0.01% 280
2020
Q4
$833K Buy
4,650
+250
+6% +$42.1K 0.01% 244
2020
Q3
$694K Buy
4,400
+1,200
+38% +$188K 0.01% 235
2020
Q2
$454K Buy
+3,200
New +$434K 0.01% 267
2020
Q1
Sell
-1,300
Closed -$201K 341
2019
Q4
$201K Buy
+1,300
New +$190K ﹤0.01% 346
2019
Q3
Sell
-1,750
Closed -$282K 347
2019
Q2
$282K Buy
+1,750
New +$246K 0.01% 300
2015
Q3
Sell
-193,620
Closed -$14.1M 403
2015
Q2
$14.1M Sell
193,620
-9,817
-5% -$673K 1.2% 17
2015
Q1
$13.6M Sell
203,437
-2,386
-1% -$150K 0.37% 61
2014
Q4
$12.1M Sell
205,823
-110,395
-35% -$6.3M 0.33% 68
2014
Q3
$17.6M Buy
316,218
+4,918
+2% +$275K 0.48% 51
2014
Q2
$16.6M Sell
311,300
-17,675
-5% -$892K 0.45% 53
2014
Q1
$16.7M Buy
328,975
+20,476
+7% +$1.03M 0.49% 44
2013
Q4
$14.3M Buy
+308,499
New +$13.5M 0.42% 47

Other funds holding IQV