Financial Partners Capital Management’s IQVIA IQV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
$12.8M Sell
62,668
-584
-0.9% -$120K 2.86% 10
2022
Q3
$11.5M Sell
63,252
-603
-0.9% -$109K 2.71% 8
2022
Q2
$13.9M Sell
63,855
-541
-0.8% -$117K 2.98% 4
2022
Q1
$14.9M Sell
64,396
-13,592
-17% -$3.14M 2.76% 6
2021
Q4
$22M Sell
77,988
-1,651
-2% -$466K 3.9% 2
2021
Q3
$19.1M Sell
79,639
-2,500
-3% -$599K 3.48% 6
2021
Q2
$19.9M Sell
82,139
-1,886
-2% -$457K 3.65% 5
2021
Q1
$16.2M Sell
84,025
-1,959
-2% -$378K 3.28% 9
2020
Q4
$15.4M Sell
85,984
-2,365
-3% -$424K 3.52% 6
2020
Q3
$13.9M Sell
88,349
-1,548
-2% -$244K 3.7% 7
2020
Q2
$12.8M Sell
89,897
-2,871
-3% -$407K 3.67% 6
2020
Q1
$10M Buy
+92,768
New +$10M 3.19% 9
2018
Q4
$12M Buy
103,004
+598
+0.6% +$69.5K 3.94% 5
2018
Q3
$13.3M Buy
102,406
+116
+0.1% +$15.1K 3.77% 4
2018
Q2
$10.2M Buy
102,290
+17,094
+20% +$1.71M 3.1% 11
2018
Q1
$8.36M Sell
85,196
-86
-0.1% -$8.44K 2.52% 15
2017
Q4
$8.35M Sell
85,282
-140
-0.2% -$13.7K 1.54% 24
2017
Q3
$8.12M Buy
85,422
+280
+0.3% +$26.6K 1.55% 23
2017
Q2
$7.62M Buy
85,142
+2,157
+3% +$193K 1.59% 25
2017
Q1
$6.68M Sell
82,985
-660
-0.8% -$53.2K 1.47% 27
2016
Q4
$6.36M Buy
83,645
+31,521
+60% +$2.4M 1.53% 27
2016
Q3
$3.88M Buy
+52,124
New +$3.88M 0.98% 41