Lyell Wealth Management’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,255
| Closed | -$221K | – | 225 |
|
|
2025
Q1 | $221K | Sell |
1,255
-176
| -12% | -$31K | 0.02% | 196 |
|
|
2024
Q4 | $281K | Sell |
1,431
-200
| -12% | -$39.3K | 0.03% | 176 |
|
|
2024
Q3 | $386K | Hold |
1,631
| – | – | 0.04% | 160 |
|
|
2024
Q2 | $345K | Hold |
1,631
| – | – | 0.03% | 157 |
|
|
2024
Q1 | $412K | Hold |
1,631
| – | – | 0.04% | 146 |
|
|
2023
Q4 | $377K | Hold |
1,631
| – | – | 0.04% | 147 |
|
|
2023
Q3 | $321K | Hold |
1,631
| – | – | 0.04% | 144 |
|
|
2023
Q2 | $367K | Sell |
1,631
-2,046
| -56% | -$460K | 0.05% | 147 |
|
|
2023
Q1 | $731K | Sell |
3,677
-175
| -5% | -$34.8K | 0.1% | 124 |
|
|
2022
Q4 | $789K | Sell |
3,852
-11
| -0.3% | -$2.25K | 0.12% | 119 |
|
|
2022
Q3 | $700K | Buy |
3,863
+851
| +28% | +$154K | 0.12% | 118 |
|
|
2022
Q2 | $654K | Buy |
3,012
+208
| +7% | +$45.2K | 0.11% | 120 |
|
|
2022
Q1 | $648K | Buy |
2,804
+205
| +8% | +$47.4K | 0.08% | 126 |
|
|
2021
Q4 | $733K | Hold |
2,599
| – | – | 0.08% | 118 |
|
|
2021
Q3 | $623K | Hold |
2,599
| – | – | 0.08% | 121 |
|
|
2021
Q2 | $630K | Buy |
2,599
+203
| +8% | +$49.2K | 0.08% | 121 |
|
|
2021
Q1 | $463K | Buy |
2,396
+640
| +36% | +$124K | 0.07% | 132 |
|
|
2020
Q4 | $315K | Buy |
+1,756
| New | +$315K | 0.05% | 136 |
|