Milestone Asset 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 |
-2,026
| Closed | -$357K | – | 223 |
|
|
2025
Q1 | $357K | Buy |
2,026
+28
| +1% | +$4.94K | 0.08% | 173 |
|
|
2024
Q4 | $393K | Buy |
1,998
+204
| +11% | +$40.1K | 0.09% | 180 |
|
|
2024
Q3 | $425K | Buy |
1,794
+78
| +5% | +$18.5K | 0.1% | 147 |
|
|
2024
Q2 | $363K | Buy |
1,716
+224
| +15% | +$47.4K | 0.09% | 152 |
|
|
2024
Q1 | $377K | Buy |
+1,492
| New | +$377K | 0.11% | 122 |
|