Lyell Wealth Management’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $221K | Sell |
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|
2024
Q4 | $281K | Sell |
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|
2024
Q3 | $386K | Hold |
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|
2024
Q2 | $345K | Hold |
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|
2024
Q1 | $412K | Hold |
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|
2023
Q4 | $377K | Hold |
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|
2023
Q3 | $321K | Hold |
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|
2023
Q2 | $367K | Sell |
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|
2023
Q1 | $731K | Sell |
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|
2022
Q4 | $789K | Sell |
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|
2022
Q3 | $700K | Buy |
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|
2022
Q2 | $654K | Buy |
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|
2022
Q1 | $648K | Buy |
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|
2021
Q4 | $733K | Hold |
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|
2021
Q3 | $623K | Hold |
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|
2021
Q2 | $630K | Buy |
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|
2021
Q1 | $463K | Buy |
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|
2020
Q4 | $315K | Buy |
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