Lake Street Advisors Group’s IQVIA IQV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$395K Sell
2024
Q3
$491K Sell
2024
Q2
$512K Buy
2024
Q1
$339K Sell
2023
Q4
$324K Buy
2021
Q1
Sell
2020
Q4
$318K Buy
2020
Q3
$268K Sell
2020
Q2
$308K Buy
2020
Q1
$232K Buy