Concurrent Investment Advisors’s IQVIA IQV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Buy |
9,248
+1,568
| +20% | +$247K | 0.03% | 502 |
|
|
2025
Q1 | $1.35M | Buy |
7,680
+2,166
| +39% | +$382K | 0.03% | 457 |
|
|
2024
Q4 | $1.08M | Sell |
5,514
-165
| -3% | -$32.4K | 0.03% | 468 |
|
|
2024
Q3 | $1.35M | Buy |
5,679
+301
| +6% | +$71.3K | 0.04% | 397 |
|
|
2024
Q2 | $1.14M | Buy |
5,378
+511
| +10% | +$108K | 0.04% | 394 |
|
|
2024
Q1 | $1.23M | Sell |
4,867
-1,692
| -26% | -$428K | 0.05% | 338 |
|
|
2023
Q4 | $1.52M | Buy |
+6,559
| New | +$1.52M | 0.07% | 269 |
|