H&H Retirement Design & Management’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $850K | Buy |
5,349
+1,307
| +32% | +$208K | 0.47% | 42 |
|
|
2025
Q1 | $571K | Hold |
4,042
| – | – | 0.38% | 45 |
|
|
2024
Q4 | $772K | Sell |
4,042
-457
| -10% | -$87.3K | 0.47% | 44 |
|
|
2024
Q3 | $1.05M | Sell |
4,499
-47
| -1% | -$11K | 0.62% | 40 |
|
|
2024
Q2 | $1.11M | Sell |
4,546
-57
| -1% | -$14K | 0.69% | 33 |
|
|
2024
Q1 | $1.06M | Buy |
+4,603
| New | +$1.06M | 0.7% | 33 |
|