LGA
Lebenthal Global Advisors’s IQVIA IQV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $994K | Buy |
6,308
+3,039
| +93% | +$479K | 0.19% | 79 |
|
|
2025
Q1 | $576K | Buy |
3,269
+1,475
| +82% | +$260K | 0.11% | 120 |
|
|
2024
Q4 | $353K | Sell |
1,794
-945
| -35% | -$186K | 0.06% | 158 |
|
|
2024
Q3 | $649K | Buy |
2,739
+1,740
| +174% | +$412K | 0.13% | 103 |
|
|
2024
Q2 | $211K | Buy |
999
+13
| +1% | +$2.75K | 0.05% | 172 |
|
|
2024
Q1 | $249K | Buy |
986
+80
| +9% | +$20.2K | 0.06% | 172 |
|
|
2023
Q4 | $210K | Buy |
+906
| New | +$210K | 0.05% | 184 |
|
|
2022
Q1 | – | Sell |
-1,405
| Closed | -$396K | – | 164 |
|
|
2021
Q4 | $396K | Sell |
1,405
-2,096
| -60% | -$591K | 0.16% | 103 |
|
|
2021
Q3 | $838K | Buy |
3,501
+1,542
| +79% | +$369K | 0.53% | 28 |
|
|
2021
Q2 | $474K | Buy |
+1,959
| New | +$474K | 0.25% | 75 |
|