BOK Financial Private Wealth’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $237K | Sell |
1,503
-1,596
| -52% | -$252K | 0.02% | 160 |
|
|
2025
Q1 | $546K | Sell |
3,099
-3,519
| -53% | -$620K | 0.04% | 119 |
|
|
2024
Q4 | $1.3M | Sell |
6,618
-1,004
| -13% | -$197K | 0.09% | 88 |
|
|
2024
Q3 | $1.81M | Buy |
7,622
+1,009
| +15% | +$239K | 0.13% | 72 |
|
|
2024
Q2 | $1.4M | Buy |
6,613
+86
| +1% | +$18.2K | 0.1% | 91 |
|
|
2024
Q1 | $1.65M | Sell |
6,527
-840
| -11% | -$212K | 0.12% | 83 |
|
|
2023
Q4 | $1.7M | Sell |
7,367
-709
| -9% | -$164K | 0.14% | 79 |
|
|
2023
Q3 | $1.59M | Sell |
8,076
-1,433
| -15% | -$282K | 0.14% | 82 |
|
|
2023
Q2 | $2.14M | Sell |
9,509
-1,880
| -17% | -$423K | 0.17% | 75 |
|
|
2023
Q1 | $2.27M | Buy |
11,389
+613
| +6% | +$122K | 0.18% | 74 |
|
|
2022
Q4 | $2.21M | Sell |
10,776
-499
| -4% | -$102K | 0.18% | 74 |
|
|
2022
Q3 | $2.04M | Sell |
11,275
-132
| -1% | -$23.9K | 0.18% | 78 |
|
|
2022
Q2 | $2.48M | Sell |
11,407
-1,263
| -10% | -$274K | 0.22% | 68 |
|
|
2022
Q1 | $2.93M | Sell |
12,670
-9
| -0.1% | -$2.08K | 0.21% | 77 |
|
|
2021
Q4 | $3.58M | Sell |
12,679
-80
| -0.6% | -$22.6K | 0.25% | 68 |
|
|
2021
Q3 | $3.06M | Buy |
12,759
+75
| +0.6% | +$18K | 0.24% | 68 |
|
|
2021
Q2 | $3.07M | Buy |
12,684
+579
| +5% | +$140K | 0.25% | 65 |
|
|
2021
Q1 | $2.34M | Buy |
12,105
+556
| +5% | +$107K | 0.21% | 74 |
|
|
2020
Q4 | $2.07M | Sell |
11,549
-684
| -6% | -$123K | 0.2% | 77 |
|
|
2020
Q3 | $1.93M | Sell |
12,233
-436
| -3% | -$68.7K | 0.2% | 77 |
|
|
2020
Q2 | $1.8M | Buy |
+12,669
| New | +$1.8M | 0.19% | 85 |
|