Carret Asset Management’s IQVIA IQV Stock Holding History

Carret Asset Management’s Portfolio IQV Stock Details IQV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.18M	Sell
2025 Q1	$1.33M	Buy
2024 Q4	$1.43M	Sell
2024 Q3	$1.73M	Hold
2024 Q2	$1.55M	Buy
2024 Q1	$1.74M	Hold
2023 Q4	$1.59M	Hold
2023 Q3	$1.36M	Hold
2023 Q2	$1.55M	Hold
2023 Q1	$1.37M	Hold
2022 Q4	$1.41M	Sell
2022 Q3	$1.25M	Hold
2022 Q2	$1.5M	Hold
2022 Q1	$1.6M	Hold
2021 Q4	$1.95M	Sell
2021 Q3	$1.69M	Sell
2021 Q2	$1.73M	Sell
2021 Q1	$1.76M	Hold
2020 Q4	$1.64M	Sell
2020 Q3	$1.5M	Hold
2020 Q2	$1.35M	Sell
2020 Q1	$1.04M	Hold
2019 Q4	$1.49M	Hold
2019 Q3	$1.44M	Sell
2019 Q2	$1.57M	Buy
2019 Q1	$1.34M	Buy
2018 Q4	$1.07M	Buy
2018 Q3	$1.1M	Hold
2018 Q2	$843K	Hold
2018 Q1	$829K	Hold
2017 Q4	$827K	Buy
2017 Q3	$739K	Sell
2017 Q2	$702K	Hold
2017 Q1	$631K	Hold
2016 Q4	$596K	Hold
2016 Q3	$636K	Hold
2016 Q2	$512K	Buy
2016 Q1	$444K	Buy