H&H Retirement Design & Management’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
$850K Buy
2025
Q1
$571K Hold
2024
Q4
$772K Sell
2024
Q3
$1.05M Sell
2024
Q2
$1.11M Sell
2024
Q1
$1.06M Buy