Gratus Wealth Advisors’s IQVIA IQV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$238K Hold
2025
Q1
$266K Sell
2024
Q4
$318K Hold
2024
Q3
$365K Sell
2024
Q2
$368K Sell
2024
Q1
$389K Hold
2023
Q4
$396K Buy