Diversified Trust’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.27M | Buy |
27,092
+25,304
| +1,415% | +$3.99M | 0.09% | 116 |
|
|
2025
Q1 | $315K | Sell |
1,788
-1,134
| -39% | -$200K | 0.01% | 715 |
|
|
2024
Q4 | $574K | Sell |
2,922
-79
| -3% | -$15.5K | 0.01% | 554 |
|
|
2024
Q3 | $711K | Buy |
+3,001
| New | +$711K | 0.02% | 486 |
|
|
2022
Q4 | – | Sell |
-1,248
| Closed | -$226K | – | 828 |
|
|
2022
Q3 | $226K | Buy |
+1,248
| New | +$226K | 0.01% | 657 |
|