Capital Analysts 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 | $7K | Hold |
47
| – | – | ﹤0.01% | 1197 |
|
|
2025
Q1 | $8K | Hold |
47
| – | – | ﹤0.01% | 1160 |
|
|
2024
Q4 | $9K | Sell |
47
-11
| -19% | -$2.11K | ﹤0.01% | 1077 |
|
|
2024
Q3 | $14K | Buy |
+58
| New | +$14K | ﹤0.01% | 962 |
|
|
2023
Q3 | – | Sell |
-199
| Closed | -$45K | – | 1181 |
|
|
2023
Q2 | $45K | Sell |
199
-56
| -22% | -$12.7K | ﹤0.01% | 605 |
|
|
2023
Q1 | $51K | Hold |
255
| – | – | ﹤0.01% | 593 |
|
|
2022
Q4 | $52K | Sell |
255
-176
| -41% | -$35.9K | ﹤0.01% | 614 |
|
|
2022
Q3 | $78K | Hold |
431
| – | – | 0.01% | 488 |
|
|
2022
Q2 | $94K | Hold |
431
| – | – | 0.01% | 441 |
|
|
2022
Q1 | $100K | Hold |
431
| – | – | 0.01% | 431 |
|
|
2021
Q4 | $122K | Hold |
431
| – | – | 0.01% | 415 |
|
|
2021
Q3 | $103K | Sell |
431
-48
| -10% | -$11.5K | 0.01% | 446 |
|
|
2021
Q2 | $116K | Sell |
479
-117
| -20% | -$28.3K | 0.01% | 418 |
|
|
2021
Q1 | $115K | Buy |
596
+47
| +9% | +$9.07K | 0.01% | 429 |
|
|
2020
Q4 | $98K | Hold |
549
| – | – | 0.01% | 315 |
|
|
2020
Q3 | $87K | Hold |
549
| – | – | 0.01% | 335 |
|
|
2020
Q2 | $78K | Hold |
549
| – | – | 0.01% | 309 |
|
|
2020
Q1 | $59K | Hold |
549
| – | – | 0.01% | 313 |
|
|
2019
Q4 | $85K | Hold |
549
| – | – | 0.01% | 324 |
|
|
2019
Q3 | $82K | Hold |
549
| – | – | 0.01% | 308 |
|
|
2019
Q2 | $88K | Hold |
549
| – | – | 0.01% | 291 |
|
|
2019
Q1 | $78K | Sell |
549
-66
| -11% | -$9.38K | 0.01% | 285 |
|
|
2018
Q4 | $71K | Hold |
615
| – | – | 0.01% | 267 |
|
|
2018
Q3 | $80K | Hold |
615
| – | – | 0.01% | 263 |
|
|
2018
Q2 | $61K | Hold |
615
| – | – | 0.01% | 305 |
|
|
2018
Q1 | $60K | Hold |
615
| – | – | 0.01% | 292 |
|
|
2017
Q4 | $60K | Hold |
615
| – | – | 0.01% | 299 |
|
|
2017
Q3 | $58K | Hold |
615
| – | – | 0.01% | 293 |
|
|
2017
Q2 | $55K | Buy |
615
+204
| +50% | +$18.3K | 0.01% | 298 |
|
|
2017
Q1 | $33.1K | Buy |
411
+219
| +114% | +$17.6K | 0.01% | 290 |
|
|
2016
Q4 | $15K | Buy |
+192
| New | +$15K | ﹤0.01% | 322 |
|