Curi Wealth Management’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-48,829
| Closed | -$11.3M | – | 63 |
|
|
2023
Q4 | $11.3M | Sell |
48,829
-6,088
| -11% | -$1.41M | 1.56% | 22 |
|
|
2023
Q3 | $10.8M | Sell |
54,917
-3,160
| -5% | -$622K | 1.66% | 22 |
|
|
2023
Q2 | $13.1M | Sell |
58,077
-3,456
| -6% | -$777K | 1.76% | 17 |
|
|
2023
Q1 | $12.2M | Sell |
61,533
-9,543
| -13% | -$1.9M | 1.76% | 18 |
|
|
2022
Q4 | $14.6M | Sell |
71,076
-1,701
| -2% | -$349K | 2.04% | 14 |
|
|
2022
Q3 | $13.2M | Buy |
72,777
+6,253
| +9% | +$1.13M | 2.18% | 13 |
|
|
2022
Q2 | $14.4M | Buy |
66,524
+1,057
| +2% | +$229K | 2.78% | 6 |
|
|
2022
Q1 | $15.1M | Sell |
65,467
-178
| -0.3% | -$41.2K | 2.62% | 8 |
|
|
2021
Q4 | $18.5M | Buy |
+65,645
| New | +$18.5M | 3.2% | 8 |
|
|
2021
Q1 | – | Sell |
-1
| Closed | – | – | 281 |
|
|
2020
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 451 |
|