Corient Private Wealth’s IQVIA IQV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.91M Sell
12,128
-1,409
-10% -$222K ﹤0.01% 1121
2025
Q1
$2.39M Buy
13,537
+304
+2% +$53.6K ﹤0.01% 912
2024
Q4
$2.6M Sell
13,233
-7,986
-38% -$1.57M ﹤0.01% 903
2024
Q3
$5.03M Buy
21,219
+4,322
+26% +$1.02M 0.01% 728
2024
Q2
$3.57M Buy
16,897
+849
+5% +$180K 0.01% 806
2024
Q1
$4.06M Sell
16,048
-1,168
-7% -$295K 0.01% 766
2023
Q4
$3.98M Sell
17,216
-639
-4% -$148K 0.01% 759
2023
Q3
$3.52M Buy
17,855
+1,133
+7% +$223K 0.01% 726
2023
Q2
$3.76M Sell
16,722
-3,254
-16% -$731K 0.01% 714
2023
Q1
$3.97M Buy
19,976
+3,911
+24% +$777K 0.01% 653
2022
Q4
$3.31M Buy
+16,065
New +$3.31M 0.01% 587