JSAM
J. Safra Asset Management’s IQVIA IQV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39.4K | Buy |
250
+169
| +209% | +$26.6K | ﹤0.01% | 187 |
|
|
2025
Q1 | $14.3K | Sell |
81
-89
| -52% | -$15.7K | ﹤0.01% | 223 |
|
|
2024
Q4 | $33.6K | Sell |
170
-5
| -3% | -$987 | ﹤0.01% | 213 |
|
|
2024
Q3 | $41.1K | Buy |
175
+5
| +3% | +$1.17K | ﹤0.01% | 167 |
|
|
2024
Q2 | $35.9K | Sell |
170
-481
| -74% | -$102K | ﹤0.01% | 159 |
|
|
2024
Q1 | $165K | Sell |
651
-23
| -3% | -$5.82K | 0.02% | 52 |
|
|
2023
Q4 | $156K | Buy |
674
+45
| +7% | +$10.4K | 0.02% | 48 |
|
|
2023
Q3 | $124K | Sell |
629
-139
| -18% | -$27.3K | 0.02% | 60 |
|
|
2023
Q2 | $173K | Buy |
768
+96
| +14% | +$21.6K | 0.02% | 51 |
|
|
2023
Q1 | $134K | Buy |
+672
| New | +$134K | 0.02% | 63 |
|