Kovitz Investment Group Partners’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.71M | Sell |
10,856
-17,918
| -62% | -$2.82M | 0.01% | 675 |
|
|
2025
Q1 | $5.07M | Buy |
28,774
+12,238
| +74% | +$2.16M | 0.03% | 406 |
|
|
2024
Q4 | $3.25M | Buy |
16,536
+1,743
| +12% | +$343K | 0.02% | 483 |
|
|
2024
Q3 | $2.86M | Sell |
14,793
-3,036
| -17% | -$588K | 0.02% | 431 |
|
|
2024
Q2 | $3.77M | Buy |
+17,829
| New | +$3.77M | 0.03% | 331 |
|
|
2022
Q3 | – | Sell |
-1,207
| Closed | -$262K | – | 404 |
|
|
2022
Q2 | $262K | Sell |
1,207
-45
| -4% | -$9.77K | 0.01% | 373 |
|
|
2022
Q1 | $289K | Sell |
1,252
-476
| -28% | -$110K | 0.01% | 371 |
|
|
2021
Q4 | $310K | Buy |
1,728
+310
| +22% | +$55.6K | 0.01% | 361 |
|
|
2021
Q3 | $340K | Sell |
1,418
-190
| -12% | -$45.6K | 0.01% | 371 |
|
|
2021
Q2 | $390K | Hold |
1,608
| – | – | 0.01% | 363 |
|
|
2021
Q1 | $311K | Sell |
1,608
-120
| -7% | -$23.2K | 0.01% | 352 |
|
|
2020
Q4 | $310K | Sell |
1,728
-220
| -11% | -$39.5K | 0.01% | 356 |
|
|
2020
Q3 | $307K | Sell |
1,948
-30
| -2% | -$4.73K | 0.01% | 349 |
|
|
2020
Q2 | $280K | Sell |
1,978
-24,228
| -92% | -$3.43M | 0.01% | 336 |
|
|
2020
Q1 | $2.83M | Buy |
26,206
+630
| +2% | +$68K | 0.1% | 137 |
|
|
2019
Q4 | $3.95M | Buy |
25,576
+9,071
| +55% | +$1.4M | 0.12% | 127 |
|
|
2019
Q3 | $2.47M | Sell |
16,505
-3,170
| -16% | -$474K | 0.08% | 178 |
|
|
2019
Q2 | $3.17M | Sell |
19,675
-1,220
| -6% | -$196K | 0.1% | 150 |
|
|
2019
Q1 | $3.01M | Buy |
+20,895
| New | +$3.01M | 0.1% | 153 |
|