Envestnet Portfolio Solutions’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $975K | Sell |
6,186
-492
| -7% | -$77.5K | ﹤0.01% | 798 |
|
|
2025
Q1 | $1.18M | Sell |
6,678
-3,539
| -35% | -$624K | ﹤0.01% | 738 |
|
|
2024
Q4 | $2.01M | Sell |
10,217
-2,779
| -21% | -$546K | 0.01% | 662 |
|
|
2024
Q3 | $3.08M | Buy |
12,996
+2,335
| +22% | +$553K | 0.01% | 523 |
|
|
2024
Q2 | $2.25M | Sell |
10,661
-435
| -4% | -$92K | 0.01% | 598 |
|
|
2024
Q1 | $2.81M | Sell |
11,096
-1,147
| -9% | -$290K | 0.01% | 538 |
|
|
2023
Q4 | $2.83M | Sell |
12,243
-613
| -5% | -$142K | 0.01% | 499 |
|
|
2023
Q3 | $2.53M | Buy |
+12,856
| New | +$2.53M | 0.01% | 482 |
|