CA
Cornerstone Advisors’s IQVIA IQV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $709K | Sell |
4,500
-100
| -2% | -$15.8K | 0.02% | 238 |
|
|
2025
Q1 | $811K | Hold |
4,600
| – | – | 0.03% | 228 |
|
|
2024
Q4 | $904K | Hold |
4,600
| – | – | 0.04% | 220 |
|
|
2024
Q3 | $1.09M | Hold |
4,600
| – | – | 0.04% | 227 |
|
|
2024
Q2 | $973K | Sell |
4,600
-5,200
| -53% | -$1.1M | 0.04% | 247 |
|
|
2024
Q1 | $2.48M | Hold |
9,800
| – | – | 0.1% | 193 |
|
|
2023
Q4 | $2.27M | Sell |
9,800
-6,100
| -38% | -$1.41M | 0.1% | 195 |
|
|
2023
Q3 | $3.13M | Sell |
15,900
-7,100
| -31% | -$1.4M | 0.15% | 157 |
|
|
2023
Q2 | $5.17M | Hold |
23,000
| – | – | 0.25% | 108 |
|
|
2023
Q1 | $4.57M | Hold |
23,000
| – | – | 0.21% | 105 |
|
|
2022
Q4 | $4.71M | Hold |
23,000
| – | – | 0.23% | 106 |
|
|
2022
Q3 | $4.17M | Hold |
23,000
| – | – | 0.2% | 115 |
|
|
2022
Q2 | $4.99M | Buy |
23,000
+3,000
| +15% | +$651K | 0.26% | 100 |
|
|
2022
Q1 | $4.62M | Hold |
20,000
| – | – | 0.27% | 95 |
|
|
2021
Q4 | $5.64M | Hold |
20,000
| – | – | 0.31% | 82 |
|
|
2021
Q3 | $4.79M | Hold |
20,000
| – | – | 0.28% | 94 |
|
|
2021
Q2 | $4.85M | Buy |
20,000
+12,000
| +150% | +$2.91M | 0.29% | 99 |
|
|
2021
Q1 | $1.55M | Buy |
+8,000
| New | +$1.55M | 0.14% | 146 |
|
|
2020
Q2 | – | Sell |
-15,300
| Closed | -$1.65M | – | 207 |
|
|
2020
Q1 | $1.65M | Hold |
15,300
| – | – | 0.18% | 107 |
|
|
2019
Q4 | $2.36M | Buy |
+15,300
| New | +$2.36M | 0.19% | 124 |
|