Center for Financial Planning’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $234K | Hold |
1,374
| – | – | 0.02% | 157 |
|
|
2025
Q4 | $310K | Sell |
1,374
-246
| -15% | -$53.5K | 0.03% | 135 |
|
|
2025
Q3 | $308K | Hold |
1,620
| – | – | 0.03% | 140 |
|
|
2025
Q2 | $255K | Sell |
1,620
-14
| -0.9% | -$2.11K | 0.03% | 145 |
|
|
2025
Q1 | $288K | Buy |
1,634
+22
| +1% | +$4.27K | 0.04% | 132 |
|
|
2024
Q4 | $317K | Hold |
1,612
| – | – | 0.04% | 124 |
|
|
2024
Q3 | $382K | Hold |
1,612
| – | – | 0.05% | 108 |
|
|
2024
Q2 | $341K | Buy |
1,612
+8
| +0.5% | +$1.82K | 0.05% | 113 |
|
|
2024
Q1 | $406K | Buy |
1,604
+34
| +2% | +$7.94K | 0.06% | 103 |
|
|
2023
Q4 | $363K | Hold |
1,570
| – | – | 0.07% | 102 |
|
|
2023
Q3 | $309K | Buy |
1,570
+258
| +20% | +$56K | 0.07% | 103 |
|
|
2023
Q2 | $295K | Hold |
1,312
| – | – | 0.06% | 108 |
|
|
2023
Q1 | $261K | Hold |
1,312
| – | – | 0.06% | 118 |
|
|
2022
Q4 | $269K | Buy |
1,312
+220
| +20% | +$44.6K | 0.07% | 114 |
|
|
2022
Q3 | $198K | Hold |
1,092
| – | – | 0.05% | 121 |
|
|
2022
Q2 | $237K | Hold |
1,092
| – | – | 0.06% | 113 |
|
|
2022
Q1 | $252K | Hold |
1,092
| – | – | 0.05% | 119 |
|
|
2021
Q4 | $308K | Hold |
1,092
| – | – | 0.06% | 107 |
|
|
2021
Q3 | $262K | Buy |
1,092
+29
| +3% | +$7.32K | 0.06% | 108 |
|
|
2021
Q2 | $258K | Hold |
1,063
| – | – | 0.06% | 110 |
|
|
2021
Q1 | $205K | Hold |
1,063
| – | – | 0.05% | 120 |
|
|
2020
Q4 | $190K | Hold |
1,063
| – | – | 0.05% | 119 |
|
|
2020
Q3 | $168K | Buy |
1,063
+3
| +0.3% | +$470 | 0.05% | 121 |
|
|
2020
Q2 | $150K | Buy |
1,060
+1,030
| +3,433% | +$140K | 0.05% | 123 |
|
|
2020
Q1 | $3K | Buy |
+30
| New | +$4.29K | ﹤0.01% | 464 |
|
Other funds holding IQV
VCM
VPM
