EFG Asset Management’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.58M | Sell |
10,057
-411
| -4% | -$64.7K | 0.22% | 150 |
|
2025
Q1 | $1.84M | Sell |
10,468
-3,268
| -24% | -$576K | 0.31% | 143 |
|
2024
Q4 | $2.7M | Sell |
13,736
-163
| -1% | -$32K | 0.37% | 117 |
|
2024
Q3 | $3.29M | Sell |
13,899
-5,081
| -27% | -$1.2M | 0.55% | 52 |
|
2024
Q2 | $4.01M | Sell |
18,980
-1,585
| -8% | -$335K | 0.7% | 33 |
|
2024
Q1 | $5.2M | Buy |
20,565
+920
| +5% | +$232K | 0.9% | 22 |
|
2023
Q4 | $4.55M | Buy |
19,645
+133
| +0.7% | +$30.8K | 0.86% | 27 |
|
2023
Q3 | $3.84M | Sell |
19,512
-1,245
| -6% | -$245K | 0.91% | 33 |
|
2023
Q2 | $4.66M | Sell |
20,757
-3,729
| -15% | -$838K | 1% | 29 |
|
2023
Q1 | $4.86M | Sell |
24,486
-217
| -0.9% | -$43.1K | 1.08% | 27 |
|
2022
Q4 | $5.13M | Buy |
24,703
+890
| +4% | +$185K | 1.15% | 18 |
|
2022
Q3 | $4.32M | Sell |
23,813
-2,059
| -8% | -$373K | 1% | 32 |
|
2022
Q2 | $5.62M | Sell |
25,872
-950
| -4% | -$206K | 1.18% | 20 |
|
2022
Q1 | $6.2M | Sell |
26,822
-8,672
| -24% | -$2.01M | 0.93% | 37 |
|
2021
Q4 | $10M | Buy |
+35,494
| New | +$10M | 1.31% | 23 |
|