Copperleaf Capital’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $721K | Sell |
4,575
-394
| -8% | -$62.1K | 0.36% | 70 |
|
|
2025
Q1 | $876K | Sell |
4,969
-3,735
| -43% | -$658K | 0.52% | 58 |
|
|
2024
Q4 | $1.71M | Buy |
8,704
+662
| +8% | +$130K | 1.08% | 27 |
|
|
2024
Q3 | $1.91M | Sell |
8,042
-197
| -2% | -$46.7K | 1.46% | 22 |
|
|
2024
Q2 | $1.74M | Buy |
8,239
+68
| +0.8% | +$14.4K | 1.39% | 23 |
|
|
2024
Q1 | $2.07M | Buy |
8,171
+134
| +2% | +$33.9K | 1.79% | 13 |
|
|
2023
Q4 | $1.86M | Sell |
8,037
-218
| -3% | -$50.4K | 1.89% | 14 |
|
|
2023
Q3 | $1.62M | Sell |
8,255
-1,640
| -17% | -$323K | 1.76% | 17 |
|
|
2023
Q2 | $2.22M | Sell |
9,895
-188
| -2% | -$42.3K | 2.08% | 11 |
|
|
2023
Q1 | $2.01M | Sell |
10,083
-638
| -6% | -$127K | 1.99% | 15 |
|
|
2022
Q4 | $2.2M | Sell |
10,721
-1,578
| -13% | -$323K | 2.53% | 10 |
|
|
2022
Q3 | $2.23M | Buy |
12,299
+1,832
| +18% | +$332K | 2.41% | 12 |
|
|
2022
Q2 | $2.27M | Buy |
10,467
+103
| +1% | +$22.3K | 2.3% | 15 |
|
|
2022
Q1 | $2.4M | Buy |
10,364
+412
| +4% | +$95.2K | 2.13% | 16 |
|
|
2021
Q4 | $2.81M | Sell |
9,952
-1,295
| -12% | -$365K | 2.43% | 15 |
|
|
2021
Q3 | $2.69M | Sell |
11,247
-19
| -0.2% | -$4.55K | 2.59% | 12 |
|
|
2021
Q2 | $2.73M | Sell |
11,266
-315
| -3% | -$76.3K | 2.67% | 12 |
|
|
2021
Q1 | $2.24M | Buy |
11,581
+4
| +0% | +$773 | 2.39% | 13 |
|
|
2020
Q4 | $2.07M | Sell |
11,577
-603
| -5% | -$108K | 1.77% | 17 |
|
|
2020
Q3 | $1.92M | Sell |
12,180
-210
| -2% | -$33.1K | 1.85% | 20 |
|
|
2020
Q2 | $1.76M | Sell |
12,390
-44
| -0.4% | -$6.24K | 1.82% | 19 |
|
|
2020
Q1 | $1.34M | Sell |
12,434
-1,309
| -10% | -$141K | 1.61% | 20 |
|
|
2019
Q4 | $2.12M | Buy |
+13,743
| New | +$2.12M | 2.15% | 14 |
|