Herold Advisors’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $583K | Hold |
3,700
| – | – | 0.12% | 173 |
|
|
2025
Q1 | $652K | Sell |
3,700
-200
| -5% | -$35.3K | 0.14% | 157 |
|
|
2024
Q4 | $766K | Sell |
3,900
-1,100
| -22% | -$216K | 0.17% | 145 |
|
|
2024
Q3 | $1.18M | Sell |
5,000
-400
| -7% | -$94.8K | 0.26% | 113 |
|
|
2024
Q2 | $1.14M | Hold |
5,400
| – | – | 0.26% | 114 |
|
|
2024
Q1 | $1.37M | Hold |
5,400
| – | – | 0.33% | 87 |
|
|
2023
Q4 | $1.25M | Sell |
5,400
-200
| -4% | -$46.3K | 0.35% | 85 |
|
|
2023
Q3 | $1.1M | Hold |
5,600
| – | – | 0.34% | 84 |
|
|
2023
Q2 | $1.26M | Hold |
5,600
| – | – | 0.39% | 80 |
|
|
2023
Q1 | $1.11M | Hold |
5,600
| – | – | 0.39% | 81 |
|
|
2022
Q4 | $1.15M | Sell |
5,600
-200
| -3% | -$41K | 0.49% | 68 |
|
|
2022
Q3 | $1.05M | Hold |
5,800
| – | – | 0.5% | 64 |
|
|
2022
Q2 | $1.26M | Buy |
5,800
+300
| +5% | +$65.1K | 0.56% | 62 |
|
|
2022
Q1 | $1.27M | Sell |
5,500
-400
| -7% | -$92.5K | 0.45% | 70 |
|
|
2021
Q4 | $1.66M | Hold |
5,900
| – | – | 0.65% | 50 |
|
|
2021
Q3 | $1.41M | Buy |
+5,900
| New | +$1.41M | 0.55% | 56 |
|