Gradient Investments’s IQVIA IQV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-55,183
| Closed | -$13.1M | – | 313 |
|
|
2024
Q3 | $13.1M | Buy |
55,183
+9,782
| +22% | +$2.32M | 0.27% | 116 |
|
|
2024
Q2 | $9.6M | Buy |
45,401
+6,134
| +16% | +$1.3M | 0.22% | 130 |
|
|
2024
Q1 | $9.93M | Sell |
39,267
-855
| -2% | -$216K | 0.23% | 123 |
|
|
2023
Q4 | $9.28M | Sell |
40,122
-21,008
| -34% | -$4.86M | 0.22% | 125 |
|
|
2023
Q3 | $12M | Buy |
61,130
+3,383
| +6% | +$666K | 0.32% | 108 |
|
|
2023
Q2 | $13M | Sell |
57,747
-179
| -0.3% | -$40.2K | 0.33% | 104 |
|
|
2023
Q1 | $11.5M | Buy |
57,926
+11,163
| +24% | +$2.22M | 0.31% | 108 |
|
|
2022
Q4 | $9.58M | Sell |
46,763
-1,549
| -3% | -$317K | 0.3% | 108 |
|
|
2022
Q3 | $8.75M | Sell |
48,312
-7,003
| -13% | -$1.27M | 0.27% | 109 |
|
|
2022
Q2 | $12M | Sell |
55,315
-9,044
| -14% | -$1.96M | 0.35% | 80 |
|
|
2022
Q1 | $14.9M | Buy |
64,359
+3,450
| +6% | +$798K | 0.38% | 63 |
|
|
2021
Q4 | $17.2M | Buy |
60,909
+8,279
| +16% | +$2.34M | 0.44% | 50 |
|
|
2021
Q3 | $12.6M | Sell |
52,630
-7,448
| -12% | -$1.78M | 0.35% | 69 |
|
|
2021
Q2 | $14.6M | Buy |
60,078
+1,873
| +3% | +$454K | 0.43% | 47 |
|
|
2021
Q1 | $11.2M | Buy |
58,205
+22,851
| +65% | +$4.41M | 0.37% | 61 |
|
|
2020
Q4 | $5.57M | Sell |
35,354
-402
| -1% | -$63.4K | 0.24% | 92 |
|
|
2020
Q3 | $5.64M | Sell |
35,756
-8,519
| -19% | -$1.34M | 0.24% | 92 |
|
|
2020
Q2 | $6.28M | Buy |
44,275
+13,358
| +43% | +$1.9M | 0.29% | 89 |
|
|
2020
Q1 | $3.34M | Buy |
+30,917
| New | +$3.34M | 0.18% | 107 |
|