Great Valley Advisor Group’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $269K | Sell |
1,704
-118
| -6% | -$18.6K | 0.01% | 773 |
|
|
2025
Q1 | $321K | Sell |
1,822
-496
| -21% | -$87.4K | 0.01% | 705 |
|
|
2024
Q4 | $456K | Sell |
2,318
-921
| -28% | -$181K | 0.01% | 593 |
|
|
2024
Q3 | $767K | Buy |
3,239
+148
| +5% | +$35.1K | 0.02% | 472 |
|
|
2024
Q2 | $654K | Sell |
3,091
-308
| -9% | -$65.1K | 0.02% | 469 |
|
|
2024
Q1 | $859K | Buy |
3,399
+176
| +5% | +$44.5K | 0.03% | 396 |
|
|
2023
Q4 | $746K | Buy |
3,223
+1,261
| +64% | +$292K | 0.03% | 386 |
|
|
2023
Q3 | $386K | Sell |
1,962
-146
| -7% | -$28.8K | 0.02% | 495 |
|
|
2023
Q2 | $474K | Buy |
2,108
+83
| +4% | +$18.7K | 0.02% | 455 |
|
|
2023
Q1 | $403K | Buy |
2,025
+520
| +35% | +$103K | 0.02% | 474 |
|
|
2022
Q4 | $308K | Buy |
+1,505
| New | +$308K | 0.02% | 535 |
|