Kelleher Financial Advisors’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 | – | Sell |
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|
2025
Q1 | $462K | Sell |
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|
2024
Q4 | $516K | Sell |
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|
2024
Q3 | $858K | Hold |
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|
2024
Q2 | $766K | Hold |
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|
2024
Q1 | $916K | Hold |
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|
2023
Q4 | $838K | Sell |
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|
2023
Q3 | $718K | Hold |
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|
2023
Q2 | $820K | Hold |
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|
2023
Q1 | $726K | Buy |
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|
2022
Q4 | $666K | Sell |
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|
2022
Q3 | $594K | Sell |
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|
2022
Q2 | $1.55M | Buy |
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|
2022
Q1 | $772K | Sell |
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|
2021
Q4 | $949K | Sell |
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|
2021
Q3 | $2.16M | Buy |
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|
2021
Q2 | $815K | Sell |
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|
2021
Q1 | $1.07M | Buy |
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|
2020
Q4 | $598K | Buy |
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|
2020
Q3 | $431K | Hold |
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|
2020
Q2 | $388K | Hold |
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|
2020
Q1 | $295K | Sell |
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|
2019
Q4 | $431K | Hold |
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|
2019
Q3 | $417K | Hold |
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|
2019
Q2 | $449K | Buy |
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|
2018
Q4 | $324K | Hold |
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|
2018
Q3 | $362K | Hold |
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|
2018
Q2 | $279K | Buy |
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|
2018
Q1 | $273K | Buy |
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