John G. Ullman & Associates’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 | $299K | Hold |
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|
2025
Q1 | $335K | Hold |
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|
2024
Q4 | $373K | Sell |
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|
2024
Q3 | $498K | Hold |
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|
2024
Q2 | $444K | Hold |
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|
2024
Q1 | $531K | Hold |
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|
2023
Q4 | $486K | Hold |
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|
2023
Q3 | $413K | Hold |
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|
2023
Q2 | $472K | Hold |
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|
2023
Q1 | $418K | Hold |
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|
2022
Q4 | $430K | Hold |
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|
2022
Q3 | $380K | Hold |
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|
2022
Q2 | $456K | Hold |
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|
2022
Q1 | $486K | Hold |
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|
2021
Q4 | $592K | Hold |
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|
2021
Q3 | $503K | Hold |
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|
2021
Q2 | $509K | Hold |
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|
2021
Q1 | $406K | Hold |
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|
2020
Q4 | $376K | Sell |
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|
2020
Q3 | $347K | Sell |
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|
2020
Q2 | $341K | Sell |
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|
2020
Q1 | $334K | Sell |
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|
2019
Q4 | $541K | Hold |
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|
2019
Q3 | $523K | Hold |
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|
2019
Q2 | $563K | Hold |
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|
2019
Q1 | $503K | Buy |
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|
2018
Q4 | $393K | Hold |
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|
2018
Q3 | $439K | Sell |
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|
2018
Q2 | $359K | Hold |
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|
2018
Q1 | $353K | Hold |
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|
2017
Q4 | $352K | Hold |
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|
2017
Q3 | $342K | Hold |
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|
2017
Q2 | $322K | Hold |
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|
2017
Q1 | $290K | Buy |
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