Great Lakes Retirement’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,518
| Closed | -$620K | – | 209 |
|
|
2025
Q1 | $620K | Buy |
3,518
+463
| +15% | +$81.6K | 0.08% | 163 |
|
|
2024
Q4 | $600K | Buy |
3,055
+179
| +6% | +$35.2K | 0.08% | 168 |
|
|
2024
Q3 | $682K | Buy |
2,876
+170
| +6% | +$40.3K | 0.09% | 158 |
|
|
2024
Q2 | $572K | Buy |
2,706
+313
| +13% | +$66.2K | 0.08% | 160 |
|
|
2024
Q1 | $605K | Buy |
2,393
+84
| +4% | +$21.2K | 0.09% | 162 |
|
|
2023
Q4 | $534K | Buy |
2,309
+115
| +5% | +$26.6K | 0.09% | 164 |
|
|
2023
Q3 | $432K | Buy |
+2,194
| New | +$432K | 0.08% | 175 |
|
|
2020
Q1 | – | Sell |
-3,233
| Closed | -$496K | – | 161 |
|
|
2019
Q4 | $496K | Buy |
+3,233
| New | +$496K | 0.15% | 132 |
|