Leonard Rickey Investment 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
Q3 | $334K | Buy |
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|
2025
Q2 | $237K | Buy |
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|
2025
Q1 | $202K | Sell |
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|
2024
Q4 | $286K | Buy |
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|
2024
Q3 | $344K | Buy |
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|
2024
Q2 | $298K | Buy |
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|
2024
Q1 | $268K | Buy |
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|
2023
Q4 | $241K | Sell |
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|
2023
Q3 | $207K | Buy |
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|
2023
Q2 | $217K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $204K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $202K | Buy |
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|
2022
Q1 | $212K | Buy |
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|
2021
Q4 | $253K | Buy |
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|
2021
Q3 | $214K | Buy |
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|
2021
Q2 | $212K | Buy |
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