EP Wealth Advisors’s IQVIA IQV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-1,317	Closed	-$259K	–	826
2023 Q3	$259K	Sell	1,317 -1,038	-44%	-$204K	﹤0.01%	589
2023 Q2	$296K	Sell	2,355 -2,695	-53%	-$339K	﹤0.01%	567
2023 Q1	$354K	Buy	+5,050	New	+$354K	0.01%	460