Gladstone Institutional Advisory’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $261K | Buy |
1,656
+98
| +6% | +$15.4K | 0.01% | 636 |
|
|
2025
Q1 | $275K | Buy |
1,558
+49
| +3% | +$8.64K | 0.01% | 604 |
|
|
2024
Q4 | $297K | Sell |
1,509
-14
| -0.9% | -$2.75K | 0.01% | 588 |
|
|
2024
Q3 | $361K | Sell |
1,523
-14
| -0.9% | -$3.32K | 0.02% | 527 |
|
|
2024
Q2 | $325K | Sell |
1,537
-23
| -1% | -$4.86K | 0.02% | 520 |
|
|
2024
Q1 | $395K | Sell |
1,560
-107
| -6% | -$27.1K | 0.02% | 469 |
|
|
2023
Q4 | $386K | Buy |
1,667
+90
| +6% | +$20.8K | 0.02% | 468 |
|
|
2023
Q3 | $310K | Buy |
1,577
+89
| +6% | +$17.5K | 0.02% | 482 |
|
|
2023
Q2 | $334K | Buy |
1,488
+90
| +6% | +$20.2K | 0.02% | 500 |
|
|
2023
Q1 | $278K | Buy |
1,398
+125
| +10% | +$24.9K | 0.02% | 545 |
|
|
2022
Q4 | $261K | Sell |
1,273
-177
| -12% | -$36.3K | 0.02% | 537 |
|
|
2022
Q3 | $263K | Sell |
1,450
-73
| -5% | -$13.2K | 0.02% | 528 |
|
|
2022
Q2 | $330K | Sell |
1,523
-20
| -1% | -$4.33K | 0.03% | 490 |
|
|
2022
Q1 | $357K | Buy |
1,543
+179
| +13% | +$41.4K | 0.02% | 509 |
|
|
2021
Q4 | $385K | Buy |
1,364
+37
| +3% | +$10.4K | 0.03% | 430 |
|
|
2021
Q3 | $318K | Buy |
1,327
+312
| +31% | +$74.8K | 0.03% | 419 |
|
|
2021
Q2 | $246K | Buy |
+1,015
| New | +$246K | 0.03% | 444 |
|