Global Retirement Partners’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.69M | Buy |
+10,720
| New | +$1.69M | 0.04% | 377 |
|
|
2024
Q4 | $2.12M | Buy |
10,798
+112
| +1% | +$22K | 0.06% | 291 |
|
|
2024
Q3 | $2.53M | Buy |
10,686
+138
| +1% | +$32.7K | 0.08% | 248 |
|
|
2024
Q2 | $2.23M | Buy |
10,548
+562
| +6% | +$119K | 0.07% | 259 |
|
|
2024
Q1 | $2.53M | Buy |
9,986
+377
| +4% | +$95.3K | 0.09% | 213 |
|
|
2023
Q4 | $2.04M | Buy |
9,609
+176
| +2% | +$37.4K | 0.09% | 222 |
|
|
2023
Q3 | $1.85M | Sell |
9,433
-67
| -0.7% | -$13.2K | 0.09% | 199 |
|
|
2023
Q2 | $2.14M | Sell |
9,500
-39
| -0.4% | -$8.77K | 0.1% | 186 |
|
|
2023
Q1 | $1.78M | Buy |
9,539
+366
| +4% | +$68.4K | 0.09% | 210 |
|
|
2022
Q4 | $1.88M | Sell |
9,173
-29
| -0.3% | -$5.94K | 0.13% | 164 |
|
|
2022
Q3 | $1.93M | Buy |
9,202
+95
| +1% | +$19.9K | 0.15% | 150 |
|
|
2022
Q2 | $1.98M | Buy |
9,107
+68
| +0.8% | +$14.8K | 0.16% | 144 |
|
|
2022
Q1 | $1.83M | Buy |
+9,039
| New | +$1.83M | 0.14% | 160 |
|
|
2021
Q4 | – | Sell |
-7,962
| Closed | -$1.91M | – | 1008 |
|
|
2021
Q3 | $1.91M | Sell |
7,962
-63
| -0.8% | -$15.1K | 0.19% | 117 |
|
|
2021
Q2 | $1.95M | Sell |
8,025
-21
| -0.3% | -$5.09K | 0.2% | 113 |
|
|
2021
Q1 | $1.55M | Sell |
8,046
-67
| -0.8% | -$12.9K | 0.18% | 124 |
|
|
2020
Q4 | $1.45M | Sell |
8,113
-191
| -2% | -$34.2K | 0.18% | 114 |
|
|
2020
Q3 | $1.31M | Sell |
8,304
-28
| -0.3% | -$4.41K | 0.19% | 116 |
|
|
2020
Q2 | $1.18M | Buy |
8,332
+606
| +8% | +$86K | 0.19% | 119 |
|
|
2020
Q1 | $833K | Sell |
7,726
-465
| -6% | -$50.1K | 0.16% | 134 |
|
|
2019
Q4 | $1.27M | Sell |
8,191
-337
| -4% | -$52.1K | 0.19% | 112 |
|
|
2019
Q3 | $1.27M | Buy |
8,528
+844
| +11% | +$126K | 0.21% | 113 |
|
|
2019
Q2 | $1.24M | Sell |
7,684
-84
| -1% | -$13.5K | 0.24% | 86 |
|
|
2019
Q1 | $1.12M | Sell |
7,768
-193
| -2% | -$27.8K | 0.27% | 73 |
|
|
2018
Q4 | $925K | Sell |
7,961
-85
| -1% | -$9.88K | 0.24% | 88 |
|
|
2018
Q3 | $1.04M | Sell |
8,046
-254
| -3% | -$33K | 0.24% | 91 |
|
|
2018
Q2 | $829K | Buy |
8,300
+282
| +4% | +$28.2K | 0.21% | 98 |
|
|
2018
Q1 | $787K | Sell |
8,018
-724
| -8% | -$71.1K | 0.22% | 95 |
|
|
2017
Q4 | $856K | Buy |
8,742
+311
| +4% | +$30.5K | 0.24% | 85 |
|
|
2017
Q3 | $802K | Buy |
8,431
+1,200
| +17% | +$114K | 0.33% | 56 |
|
|
2017
Q2 | $647K | Buy |
7,231
+253
| +4% | +$22.6K | 0.3% | 69 |
|
|
2017
Q1 | $562K | Buy |
6,978
+1,985
| +40% | +$160K | 0.31% | 67 |
|
|
2016
Q4 | $380K | Buy |
+4,993
| New | +$380K | 0.26% | 90 |
|