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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $255K | Sell |
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|
2025
Q1 | $288K | Buy |
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|
2024
Q4 | $317K | Hold |
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|
2024
Q3 | $382K | Hold |
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|
2024
Q2 | $341K | Buy |
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|
2024
Q1 | $406K | Buy |
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|
2023
Q4 | $363K | Hold |
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|
2023
Q3 | $309K | Buy |
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|
2023
Q2 | $295K | Hold |
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|
2023
Q1 | $261K | Hold |
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|
2022
Q4 | $269K | Buy |
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|
2022
Q3 | $198K | Hold |
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|
2022
Q2 | $237K | Hold |
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|
2022
Q1 | $252K | Hold |
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|
2021
Q4 | $308K | Hold |
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|
2021
Q3 | $262K | Buy |
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|
2021
Q2 | $258K | Hold |
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|
2021
Q1 | $205K | Hold |
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|
2020
Q4 | $190K | Hold |
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|
2020
Q3 | $168K | Buy |
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|
2020
Q2 | $150K | Buy |
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|
2020
Q1 | $3K | Buy |
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