Chicago Partners Investment Group’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $573K | Buy |
2,950
+1,500
| +103% | +$291K | 0.02% | 545 |
|
|
2025
Q1 | $222K | Sell |
1,450
-130
| -8% | -$19.9K | 0.01% | 823 |
|
|
2024
Q4 | $323K | Buy |
1,580
+627
| +66% | +$128K | 0.01% | 634 |
|
|
2024
Q3 | $218K | Buy |
+953
| New | +$218K | 0.01% | 729 |
|
|
2016
Q3 | – | Sell |
-150
| Closed | -$10K | – | 502 |
|
|
2016
Q2 | $10K | Hold |
150
| – | – | ﹤0.01% | 356 |
|
|
2016
Q1 | $10K | Hold |
150
| – | – | 0.01% | 343 |
|
|
2015
Q4 | $10K | Hold |
150
| – | – | ﹤0.01% | 395 |
|
|
2015
Q3 | $10K | Hold |
150
| – | – | 0.01% | 332 |
|
|
2015
Q2 | $11K | Sell |
150
-21
| -12% | -$1.54K | 0.01% | 336 |
|
|
2015
Q1 | $10K | Sell |
171
-209
| -55% | -$12.2K | ﹤0.01% | 352 |
|
|
2014
Q4 | $22K | Buy |
+380
| New | +$22K | 0.01% | 279 |
|