GIM
Goelzer Investment Management’s IQVIA IQV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.04M | Sell |
19,311
-639
| -3% | -$101K | 0.17% | 113 |
|
|
2025
Q1 | $3.52M | Buy |
19,950
+196
| +1% | +$34.6K | 0.2% | 103 |
|
|
2024
Q4 | $3.88M | Sell |
19,754
-198
| -1% | -$38.9K | 0.23% | 99 |
|
|
2024
Q3 | $4.73M | Sell |
19,952
-400
| -2% | -$94.8K | 0.26% | 92 |
|
|
2024
Q2 | $4.3M | Sell |
20,352
-197
| -1% | -$41.7K | 0.24% | 92 |
|
|
2024
Q1 | $5.2M | Sell |
20,549
-727
| -3% | -$184K | 0.29% | 78 |
|
|
2023
Q4 | $4.92M | Sell |
21,276
-1,318
| -6% | -$305K | 0.32% | 77 |
|
|
2023
Q3 | $4.45M | Buy |
22,594
+46
| +0.2% | +$9.05K | 0.31% | 72 |
|
|
2023
Q2 | $5.07M | Sell |
22,548
-767
| -3% | -$172K | 0.43% | 71 |
|
|
2023
Q1 | $4.64M | Sell |
23,315
-5,440
| -19% | -$1.08M | 0.4% | 75 |
|
|
2022
Q4 | $5.89M | Sell |
28,755
-35
| -0.1% | -$7.17K | 0.5% | 66 |
|
|
2022
Q3 | $5.22M | Sell |
28,790
-4,507
| -14% | -$816K | 0.52% | 59 |
|
|
2022
Q2 | $7.23M | Sell |
33,297
-1,279
| -4% | -$278K | 0.7% | 38 |
|
|
2022
Q1 | $7.99M | Sell |
34,576
-287
| -0.8% | -$66.4K | 0.69% | 42 |
|
|
2021
Q4 | $9.84M | Sell |
34,863
-792
| -2% | -$223K | 0.8% | 31 |
|
|
2021
Q3 | $8.54M | Sell |
35,655
-9,255
| -21% | -$2.22M | 0.75% | 36 |
|
|
2021
Q2 | $10.9M | Sell |
44,910
-880
| -2% | -$213K | 0.9% | 23 |
|
|
2021
Q1 | $8.84M | Sell |
45,790
-1,894
| -4% | -$366K | 0.78% | 35 |
|
|
2020
Q4 | $8.54M | Sell |
47,684
-965
| -2% | -$173K | 0.79% | 34 |
|
|
2020
Q3 | $7.67M | Sell |
48,649
-401
| -0.8% | -$63.2K | 0.71% | 36 |
|
|
2020
Q2 | $6.96M | Sell |
49,050
-3,029
| -6% | -$430K | 0.67% | 37 |
|
|
2020
Q1 | $5.62M | Sell |
52,079
-188
| -0.4% | -$20.3K | 0.64% | 40 |
|
|
2019
Q4 | $8.08M | Sell |
52,267
-1,175
| -2% | -$182K | 0.69% | 45 |
|
|
2019
Q3 | $7.98M | Sell |
53,442
-173
| -0.3% | -$25.8K | 0.73% | 41 |
|
|
2019
Q2 | $8.63M | Buy |
53,615
+187
| +0.4% | +$30.1K | 0.79% | 37 |
|
|
2019
Q1 | $7.69M | Sell |
53,428
-667
| -1% | -$96K | 0.73% | 37 |
|
|
2018
Q4 | $6.28M | Sell |
54,095
-11,914
| -18% | -$1.38M | 0.8% | 37 |
|
|
2018
Q3 | $8.56M | Sell |
66,009
-1,480
| -2% | -$192K | 0.96% | 27 |
|
|
2018
Q2 | $6.74M | Sell |
67,489
-1,024
| -1% | -$102K | 0.78% | 42 |
|
|
2018
Q1 | $6.72M | Buy |
68,513
+17,516
| +34% | +$1.72M | 0.81% | 35 |
|
|
2017
Q4 | $4.99M | Buy |
50,997
+1,150
| +2% | +$113K | 0.56% | 76 |
|
|
2017
Q3 | $4.74M | Buy |
49,847
+1,104
| +2% | +$105K | 0.56% | 74 |
|
|
2017
Q2 | $4.36M | Buy |
+48,743
| New | +$4.36M | 0.53% | 78 |
|