Mount Yale Investment Advisors’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $63.7K | Buy |
+404
| New | +$63.7K | 0.01% | 750 |
|
|
2024
Q4 | – | Sell |
-1,409
| Closed | -$334K | – | 568 |
|
|
2024
Q3 | $334K | Sell |
1,409
-7
| -0.5% | -$1.66K | 0.03% | 408 |
|
|
2024
Q2 | $299K | Buy |
1,416
+37
| +3% | +$7.82K | 0.02% | 433 |
|
|
2024
Q1 | $349K | Sell |
1,379
-56
| -4% | -$14.2K | 0.03% | 415 |
|
|
2023
Q4 | $332K | Sell |
1,435
-5
| -0.3% | -$1.16K | 0.03% | 398 |
|
|
2023
Q3 | $283K | Sell |
1,440
-4
| -0.3% | -$787 | 0.03% | 401 |
|
|
2023
Q2 | $325K | Buy |
+1,444
| New | +$325K | 0.03% | 374 |
|