Forum Financial Management’s IQVIA IQV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$352K Buy
2025
Q2
$244K Sell
2025
Q1
$340K Sell
2024
Q4
$406K Buy
2024
Q3
$320K Sell
2024
Q2
$286K Buy
2024
Q1
$341K Hold
2023
Q4
$312K Hold
2023
Q3
$265K Hold
2023
Q2
$303K Buy
2023
Q1
$267K Buy
2022
Q4
$272K Hold
2022
Q3
$241K Buy
2022
Q2
$246K Sell
2022
Q1
$264K Hold
2021
Q4
$323K Buy