Forum Financial 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 | $244K | Sell |
1,551
-379
| -20% | -$59.7K | ﹤0.01% | 783 |
|
|
2025
Q1 | $340K | Sell |
1,930
-137
| -7% | -$24.2K | 0.01% | 534 |
|
|
2024
Q4 | $406K | Buy |
2,067
+718
| +53% | +$141K | 0.01% | 471 |
|
|
2024
Q3 | $320K | Sell |
1,349
-2
| -0.1% | -$474 | 0.01% | 484 |
|
|
2024
Q2 | $286K | Buy |
1,351
+2
| +0.1% | +$423 | 0.01% | 498 |
|
|
2024
Q1 | $341K | Hold |
1,349
| – | – | 0.01% | 446 |
|
|
2023
Q4 | $312K | Hold |
1,349
| – | – | 0.01% | 436 |
|
|
2023
Q3 | $265K | Hold |
1,349
| – | – | 0.01% | 464 |
|
|
2023
Q2 | $303K | Buy |
1,349
+5
| +0.4% | +$1.12K | 0.01% | 430 |
|
|
2023
Q1 | $267K | Buy |
1,344
+16
| +1% | +$3.18K | 0.01% | 443 |
|
|
2022
Q4 | $272K | Hold |
1,328
| – | – | 0.01% | 422 |
|
|
2022
Q3 | $241K | Buy |
1,328
+194
| +17% | +$35.2K | 0.01% | 426 |
|
|
2022
Q2 | $246K | Sell |
1,134
-11
| -1% | -$2.39K | 0.01% | 432 |
|
|
2022
Q1 | $264K | Hold |
1,145
| – | – | 0.01% | 457 |
|
|
2021
Q4 | $323K | Buy |
+1,145
| New | +$323K | 0.02% | 382 |
|