Lido Advisors’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $570K | Sell |
3,615
-532
| -13% | -$83.9K | ﹤0.01% | 957 |
|
|
2025
Q1 | $731K | Sell |
4,147
-347
| -8% | -$61.2K | ﹤0.01% | 839 |
|
|
2024
Q4 | $883K | Buy |
4,494
+388
| +9% | +$76.3K | ﹤0.01% | 744 |
|
|
2024
Q3 | $973K | Buy |
4,106
+4
| +0.1% | +$948 | ﹤0.01% | 658 |
|
|
2024
Q2 | $868K | Buy |
4,102
+22
| +0.5% | +$4.65K | ﹤0.01% | 655 |
|
|
2024
Q1 | $1.03M | Buy |
4,080
+581
| +17% | +$147K | 0.01% | 588 |
|
|
2023
Q4 | $810K | Buy |
3,499
+976
| +39% | +$226K | 0.01% | 628 |
|
|
2023
Q3 | $496K | Buy |
2,523
+237
| +10% | +$46.6K | ﹤0.01% | 674 |
|
|
2023
Q2 | $514K | Sell |
2,286
-127
| -5% | -$28.6K | ﹤0.01% | 658 |
|
|
2023
Q1 | $480K | Sell |
2,413
-277
| -10% | -$55.1K | ﹤0.01% | 617 |
|
|
2022
Q4 | $551K | Buy |
2,690
+12
| +0.4% | +$2.46K | 0.01% | 499 |
|
|
2022
Q3 | $485K | Sell |
2,678
-207
| -7% | -$37.5K | 0.01% | 494 |
|
|
2022
Q2 | $626K | Buy |
2,885
+172
| +6% | +$37.3K | 0.01% | 417 |
|
|
2022
Q1 | $627K | Buy |
2,713
+979
| +56% | +$226K | 0.01% | 472 |
|
|
2021
Q4 | $489K | Buy |
1,734
+443
| +34% | +$125K | 0.01% | 544 |
|
|
2021
Q3 | $309K | Buy |
+1,291
| New | +$309K | ﹤0.01% | 649 |
|