MAI Capital 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 | $3.52M | Buy |
22,317
+6,411
| +40% | +$1.01M | 0.02% | 380 |
|
|
2025
Q1 | $2.8M | Buy |
15,906
+15,171
| +2,064% | +$2.67M | 0.02% | 414 |
|
|
2024
Q4 | $144K | Sell |
735
-189
| -20% | -$37.1K | ﹤0.01% | 1209 |
|
|
2024
Q3 | $219K | Sell |
924
-1,876
| -67% | -$445K | ﹤0.01% | 949 |
|
|
2024
Q2 | $592K | Buy |
2,800
+1,642
| +142% | +$347K | 0.01% | 731 |
|
|
2024
Q1 | $293K | Buy |
1,158
+7
| +0.6% | +$1.77K | ﹤0.01% | 956 |
|
|
2023
Q4 | $266K | Buy |
+1,151
| New | +$266K | ﹤0.01% | 887 |
|
|
2023
Q1 | – | Sell |
-984
| Closed | -$202K | – | 1049 |
|
|
2022
Q4 | $202K | Buy |
+984
| New | +$202K | ﹤0.01% | 881 |
|