Congress Asset Management’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-945
| Closed | -$239K | – | 370 |
|
|
2024
Q1 | $239K | Sell |
945
-335
| -26% | -$84.7K | ﹤0.01% | 351 |
|
|
2023
Q4 | $296K | Sell |
1,280
-1,871
| -59% | -$433K | ﹤0.01% | 359 |
|
|
2023
Q3 | $620K | Sell |
3,151
-5
| -0.2% | -$984 | 0.01% | 332 |
|
|
2023
Q2 | $709K | Sell |
3,156
-2,861
| -48% | -$643K | 0.01% | 320 |
|
|
2023
Q1 | $1.2M | Buy |
6,017
+2,359
| +64% | +$469K | 0.01% | 303 |
|
|
2022
Q4 | $749K | Buy |
+3,658
| New | +$749K | 0.01% | 319 |
|