Carmel Capital Partners’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.34M | Buy |
14,878
+4,115
| +38% | +$648K | 0.82% | 30 |
|
|
2025
Q1 | $1.9M | Sell |
10,763
-633
| -6% | -$112K | 0.75% | 29 |
|
|
2024
Q4 | $2.24M | Buy |
11,396
+3,838
| +51% | +$754K | 0.9% | 22 |
|
|
2024
Q3 | $1.79M | Buy |
7,558
+721
| +11% | +$171K | 0.69% | 27 |
|
|
2024
Q2 | $1.45M | Buy |
6,837
+248
| +4% | +$52.4K | 0.61% | 34 |
|
|
2024
Q1 | $1.67M | Sell |
6,589
-21
| -0.3% | -$5.31K | 0.69% | 28 |
|
|
2023
Q4 | $1.53M | Buy |
6,610
+67
| +1% | +$15.5K | 0.78% | 27 |
|
|
2023
Q3 | $1.29M | Hold |
6,543
| – | – | 0.58% | 33 |
|
|
2023
Q2 | $1.47M | Buy |
6,543
+1,227
| +23% | +$276K | 0.76% | 24 |
|
|
2023
Q1 | $1.06M | Buy |
5,316
+296
| +6% | +$58.9K | 0.63% | 33 |
|
|
2022
Q4 | $1.03M | Sell |
5,020
-176
| -3% | -$36.1K | 0.71% | 26 |
|
|
2022
Q3 | $941K | Buy |
5,196
+152
| +3% | +$27.5K | 0.91% | 30 |
|
|
2022
Q2 | $1.09M | Sell |
5,044
-1,092
| -18% | -$237K | 1.02% | 20 |
|
|
2022
Q1 | $1.42M | Sell |
6,136
-7
| -0.1% | -$1.62K | 1.19% | 14 |
|
|
2021
Q4 | $1.73M | Buy |
+6,143
| New | +$1.73M | 1.29% | 8 |
|