Creative Planning’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.17M | Buy |
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|
2025
Q1 | $5.48M | Buy |
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|
2024
Q4 | $4.81M | Buy |
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|
2024
Q3 | $4.98M | Buy |
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|
2024
Q2 | $3.77M | Sell |
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|
2024
Q1 | $4.59M | Buy |
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|
2023
Q4 | $3.69M | Sell |
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|
2023
Q3 | $3.28M | Buy |
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|
2023
Q2 | $2.81M | Buy |
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|
2023
Q1 | $1.75M | Buy |
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|
2022
Q4 | $1.6M | Buy |
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|
2022
Q3 | $1.16M | Sell |
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|
2022
Q2 | $1.4M | Buy |
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|
2022
Q1 | $876K | Buy |
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|
2021
Q4 | $906K | Sell |
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|
2021
Q3 | $792K | Sell |
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|
2021
Q2 | $960K | Sell |
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|
2021
Q1 | $1.05M | Buy |
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|
2020
Q4 | $369K | Sell |
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|
2020
Q3 | $379K | Sell |
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|
2020
Q2 | $377K | Sell |
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|
2020
Q1 | $335K | Sell |
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|
2019
Q4 | $590K | Buy |
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|
2019
Q3 | $478K | Sell |
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|
2019
Q2 | $518K | Buy |
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|
2019
Q1 | $441K | Buy |
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|
2018
Q4 | $340K | Buy |
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|
2018
Q3 | $364K | Sell |
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|
2018
Q2 | $305K | Sell |
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|
2018
Q1 | $368K | Sell |
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|
2017
Q4 | $450K | Sell |
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|
2017
Q3 | $438K | Buy |
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|
2017
Q2 | $399K | Sell |
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|
2017
Q1 | $361K | Buy |
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|
2016
Q4 | $252K | Buy |
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|
2016
Q3 | $202K | Sell |
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|
2016
Q2 | $166K | Buy |
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|
2016
Q1 | $140K | Sell |
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|
2015
Q4 | $153K | Sell |
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|
2015
Q3 | $158K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $172K | Buy |
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|
2014
Q4 | $27K | Buy |
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|
2014
Q3 | $1K | Hold |
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|
2014
Q2 | $1K | Hold |
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|
2014
Q1 | $1K | Hold |
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|
2013
Q4 | $1K | Sell |
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|
2013
Q3 | $2K | Hold |
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|
2013
Q2 | $2K | Buy |
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