LPL Financial’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.9M | Buy |
119,964
+17,843
| +17% | +$2.81M | 0.01% | 1294 |
|
|
2025
Q1 | $18M | Buy |
102,121
+5,615
| +6% | +$990K | 0.01% | 1210 |
|
|
2024
Q4 | $19M | Buy |
96,506
+1,311
| +1% | +$258K | 0.01% | 1120 |
|
|
2024
Q3 | $22.6M | Buy |
95,195
+6,114
| +7% | +$1.45M | 0.01% | 987 |
|
|
2024
Q2 | $18.8M | Buy |
89,081
+2,693
| +3% | +$569K | 0.01% | 991 |
|
|
2024
Q1 | $21.8M | Buy |
86,388
+1,379
| +2% | +$349K | 0.01% | 906 |
|
|
2023
Q4 | $19.7M | Buy |
85,009
+2,919
| +4% | +$675K | 0.01% | 888 |
|
|
2023
Q3 | $16.2M | Sell |
82,090
-1,401
| -2% | -$276K | 0.01% | 894 |
|
|
2023
Q2 | $18.8M | Buy |
83,491
+3,025
| +4% | +$680K | 0.01% | 820 |
|
|
2023
Q1 | $16M | Sell |
80,466
-2,111
| -3% | -$420K | 0.01% | 857 |
|
|
2022
Q4 | $16.9M | Buy |
82,577
+1,871
| +2% | +$383K | 0.01% | 775 |
|
|
2022
Q3 | $14.6M | Buy |
80,706
+147
| +0.2% | +$26.6K | 0.01% | 775 |
|
|
2022
Q2 | $17.5M | Buy |
80,559
+5,084
| +7% | +$1.1M | 0.02% | 694 |
|
|
2022
Q1 | $17.5M | Buy |
75,475
+5,883
| +8% | +$1.36M | 0.02% | 727 |
|
|
2021
Q4 | $19.6M | Buy |
69,592
+2,051
| +3% | +$579K | 0.02% | 676 |
|
|
2021
Q3 | $16.2M | Buy |
67,541
+10,792
| +19% | +$2.59M | 0.02% | 714 |
|
|
2021
Q2 | $13.8M | Buy |
56,749
+1,746
| +3% | +$423K | 0.01% | 747 |
|
|
2021
Q1 | $10.6M | Buy |
55,003
+6,191
| +13% | +$1.2M | 0.01% | 803 |
|
|
2020
Q4 | $8.75M | Buy |
48,812
+11,164
| +30% | +$2M | 0.01% | 808 |
|
|
2020
Q3 | $5.93M | Buy |
37,648
+1,995
| +6% | +$314K | 0.01% | 871 |
|
|
2020
Q2 | $5.06M | Sell |
35,653
-2,503
| -7% | -$355K | 0.01% | 873 |
|
|
2020
Q1 | $4.12M | Buy |
38,156
+3,793
| +11% | +$409K | 0.01% | 826 |
|
|
2019
Q4 | $5.31M | Buy |
34,363
+14,363
| +72% | +$2.22M | 0.01% | 816 |
|
|
2019
Q3 | $2.99M | Buy |
20,000
+3,073
| +18% | +$459K | 0.01% | 1018 |
|
|
2019
Q2 | $2.72M | Buy |
16,927
+763
| +5% | +$123K | 0.01% | 1079 |
|
|
2019
Q1 | $2.33M | Buy |
16,164
+1,721
| +12% | +$248K | 0.01% | 1112 |
|
|
2018
Q4 | $1.68M | Sell |
14,443
-5,384
| -27% | -$626K | ﹤0.01% | 1164 |
|
|
2018
Q3 | $2.57M | Buy |
19,827
+10,655
| +116% | +$1.38M | 0.01% | 1017 |
|
|
2018
Q2 | $916K | Sell |
9,172
-1,312
| -13% | -$131K | ﹤0.01% | 1671 |
|
|
2018
Q1 | $1.03M | Buy |
10,484
+1,118
| +12% | +$110K | ﹤0.01% | 1569 |
|
|
2017
Q4 | $917K | Buy |
9,366
+449
| +5% | +$44K | ﹤0.01% | 1573 |
|
|
2017
Q3 | $855K | Buy |
8,917
+2,205
| +33% | +$211K | ﹤0.01% | 1541 |
|
|
2017
Q2 | $599K | Buy |
+6,712
| New | +$599K | ﹤0.01% | 1736 |
|
|
2015
Q4 | – | Sell |
-3,344
| Closed | -$236K | – | 3208 |
|
|
2015
Q3 | $236K | Buy |
3,344
+109
| +3% | +$7.69K | ﹤0.01% | 2396 |
|
|
2015
Q2 | $235K | Sell |
3,235
-583
| -15% | -$42.4K | ﹤0.01% | 2505 |
|
|
2015
Q1 | $259K | Sell |
3,818
-87
| -2% | -$5.9K | ﹤0.01% | 2360 |
|
|
2014
Q4 | $230K | Sell |
3,905
-159
| -4% | -$9.37K | ﹤0.01% | 2388 |
|
|
2014
Q3 | $222K | Sell |
4,064
-32
| -0.8% | -$1.75K | ﹤0.01% | 2372 |
|
|
2014
Q2 | $218K | Sell |
4,096
-10,394
| -72% | -$553K | ﹤0.01% | 2421 |
|
|
2014
Q1 | $736K | Buy |
+14,490
| New | +$736K | ﹤0.01% | 1457 |
|