Mount Yale Investment Advisors’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
$63.7K Buy
2024
Q4
Sell
2024
Q3
$334K Sell
2024
Q2
$299K Buy
2024
Q1
$349K Sell
2023
Q4
$332K Sell
2023
Q3
$283K Sell
2023
Q2
$325K Buy