Creative Planning’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.17M | Buy |
39,151
+8,051
| +26% | +$1.27M | 0.01% | 691 |
|
|
2025
Q1 | $5.48M | Buy |
31,100
+6,606
| +27% | +$1.16M | 0.01% | 675 |
|
|
2024
Q4 | $4.81M | Buy |
24,494
+3,481
| +17% | +$684K | ﹤0.01% | 676 |
|
|
2024
Q3 | $4.98M | Buy |
21,013
+3,176
| +18% | +$753K | ﹤0.01% | 637 |
|
|
2024
Q2 | $3.77M | Sell |
17,837
-320
| -2% | -$67.7K | ﹤0.01% | 721 |
|
|
2024
Q1 | $4.59M | Buy |
18,157
+2,227
| +14% | +$563K | 0.01% | 632 |
|
|
2023
Q4 | $3.69M | Sell |
15,930
-746
| -4% | -$173K | 0.01% | 657 |
|
|
2023
Q3 | $3.28M | Buy |
16,676
+4,160
| +33% | +$818K | ﹤0.01% | 664 |
|
|
2023
Q2 | $2.81M | Buy |
12,516
+3,742
| +43% | +$841K | ﹤0.01% | 690 |
|
|
2023
Q1 | $1.75M | Buy |
8,774
+987
| +13% | +$196K | ﹤0.01% | 826 |
|
|
2022
Q4 | $1.6M | Buy |
7,787
+1,411
| +22% | +$289K | ﹤0.01% | 831 |
|
|
2022
Q3 | $1.16M | Sell |
6,376
-94
| -1% | -$17K | ﹤0.01% | 908 |
|
|
2022
Q2 | $1.4M | Buy |
6,470
+2,684
| +71% | +$582K | ﹤0.01% | 831 |
|
|
2022
Q1 | $876K | Buy |
3,786
+574
| +18% | +$133K | ﹤0.01% | 1049 |
|
|
2021
Q4 | $906K | Sell |
3,212
-93
| -3% | -$26.2K | ﹤0.01% | 998 |
|
|
2021
Q3 | $792K | Sell |
3,305
-657
| -17% | -$157K | ﹤0.01% | 1059 |
|
|
2021
Q2 | $960K | Sell |
3,962
-1,472
| -27% | -$357K | ﹤0.01% | 951 |
|
|
2021
Q1 | $1.05M | Buy |
5,434
+3,374
| +164% | +$652K | ﹤0.01% | 990 |
|
|
2020
Q4 | $369K | Sell |
2,060
-345
| -14% | -$61.8K | ﹤0.01% | 1466 |
|
|
2020
Q3 | $379K | Sell |
2,405
-252
| -9% | -$39.7K | ﹤0.01% | 1258 |
|
|
2020
Q2 | $377K | Sell |
2,657
-446
| -14% | -$63.3K | ﹤0.01% | 1170 |
|
|
2020
Q1 | $335K | Sell |
3,103
-714
| -19% | -$77.1K | ﹤0.01% | 1120 |
|
|
2019
Q4 | $590K | Buy |
3,817
+618
| +19% | +$95.5K | ﹤0.01% | 1018 |
|
|
2019
Q3 | $478K | Sell |
3,199
-18
| -0.6% | -$2.69K | ﹤0.01% | 1083 |
|
|
2019
Q2 | $518K | Buy |
3,217
+149
| +5% | +$24K | ﹤0.01% | 1050 |
|
|
2019
Q1 | $441K | Buy |
3,068
+143
| +5% | +$20.6K | ﹤0.01% | 1098 |
|
|
2018
Q4 | $340K | Buy |
2,925
+118
| +4% | +$13.7K | ﹤0.01% | 1158 |
|
|
2018
Q3 | $364K | Sell |
2,807
-250
| -8% | -$32.4K | ﹤0.01% | 1265 |
|
|
2018
Q2 | $305K | Sell |
3,057
-695
| -19% | -$69.3K | ﹤0.01% | 1356 |
|
|
2018
Q1 | $368K | Sell |
3,752
-844
| -18% | -$82.8K | ﹤0.01% | 1230 |
|
|
2017
Q4 | $450K | Sell |
4,596
-7
| -0.2% | -$685 | ﹤0.01% | 1131 |
|
|
2017
Q3 | $438K | Buy |
4,603
+142
| +3% | +$13.5K | ﹤0.01% | 1107 |
|
|
2017
Q2 | $399K | Sell |
4,461
-21
| -0.5% | -$1.88K | ﹤0.01% | 1130 |
|
|
2017
Q1 | $361K | Buy |
4,482
+1,172
| +35% | +$94.4K | ﹤0.01% | 1151 |
|
|
2016
Q4 | $252K | Buy |
3,310
+814
| +33% | +$62K | ﹤0.01% | 1274 |
|
|
2016
Q3 | $202K | Sell |
2,496
-44
| -2% | -$3.56K | ﹤0.01% | 1389 |
|
|
2016
Q2 | $166K | Buy |
2,540
+382
| +18% | +$25K | ﹤0.01% | 1344 |
|
|
2016
Q1 | $140K | Sell |
2,158
-70
| -3% | -$4.54K | ﹤0.01% | 1419 |
|
|
2015
Q4 | $153K | Sell |
2,228
-44
| -2% | -$3.02K | ﹤0.01% | 1366 |
|
|
2015
Q3 | $158K | Buy |
+2,272
| New | +$158K | ﹤0.01% | 1314 |
|
|
2015
Q2 | – | Sell |
-2,573
| Closed | -$172K | – | 1939 |
|
|
2015
Q1 | $172K | Buy |
2,573
+2,121
| +469% | +$142K | ﹤0.01% | 1262 |
|
|
2014
Q4 | $27K | Buy |
452
+434
| +2,411% | +$25.9K | ﹤0.01% | 2413 |
|
|
2014
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 3708 |
|
|
2014
Q2 | $1K | Hold |
18
| – | – | ﹤0.01% | 3522 |
|
|
2014
Q1 | $1K | Hold |
18
| – | – | ﹤0.01% | 3395 |
|
|
2013
Q4 | $1K | Sell |
18
-32
| -64% | -$1.78K | ﹤0.01% | 3210 |
|
|
2013
Q3 | $2K | Hold |
50
| – | – | ﹤0.01% | 2981 |
|
|
2013
Q2 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 2823 |
|