Kovitz Investment Group Partners’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
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|
2025
Q3 | $953K | Sell |
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|
2025
Q2 | $1.71M | Sell |
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|
2025
Q1 | $5.07M | Buy |
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|
2024
Q4 | $3.25M | Buy |
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|
2024
Q3 | $2.86M | Sell |
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|
2024
Q2 | $3.77M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $262K | Sell |
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|
2022
Q1 | $289K | Sell |
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|
2021
Q4 | $310K | Buy |
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|
2021
Q3 | $340K | Sell |
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|
2021
Q2 | $390K | Hold |
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|
2021
Q1 | $311K | Sell |
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|
2020
Q4 | $310K | Sell |
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|
2020
Q3 | $307K | Sell |
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|
2020
Q2 | $280K | Sell |
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|
2020
Q1 | $2.83M | Buy |
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|
2019
Q4 | $3.95M | Buy |
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|
2019
Q3 | $2.47M | Sell |
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|
2019
Q2 | $3.17M | Sell |
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|
2019
Q1 | $3.01M | Buy |
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