Mutual 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 | $561K | Sell |
2,817
-309
| -10% | -$61.5K | 0.01% | 732 |
|
|
2025
Q1 | $470K | Buy |
3,126
+1,437
| +85% | +$216K | 0.01% | 736 |
|
|
2024
Q4 | $334K | Buy |
1,689
+218
| +15% | +$43.1K | 0.01% | 855 |
|
|
2024
Q3 | $311K | Buy |
1,471
+218
| +17% | +$46.2K | 0.01% | 878 |
|
|
2024
Q2 | $297K | Buy |
1,253
+72
| +6% | +$17.1K | 0.01% | 891 |
|
|
2024
Q1 | $299K | Buy |
1,181
+243
| +26% | +$61.5K | 0.01% | 866 |
|
|
2023
Q4 | $217K | Buy |
+938
| New | +$217K | 0.01% | 938 |
|
|
2023
Q3 | – | Sell |
-1,602
| Closed | -$360K | – | 1015 |
|
|
2023
Q2 | $360K | Buy |
1,602
+48
| +3% | +$10.8K | 0.01% | 739 |
|
|
2023
Q1 | $309K | Buy |
1,554
+78
| +5% | +$15.5K | 0.01% | 768 |
|
|
2022
Q4 | $302K | Buy |
1,476
+42
| +3% | +$8.61K | 0.01% | 737 |
|
|
2022
Q3 | $260K | Buy |
1,434
+385
| +37% | +$69.8K | 0.01% | 755 |
|
|
2022
Q2 | $228K | Sell |
1,049
-178
| -15% | -$38.7K | 0.02% | 751 |
|
|
2022
Q1 | $284K | Buy |
1,227
+115
| +10% | +$26.6K | 0.02% | 733 |
|
|
2021
Q4 | $314K | Buy |
1,112
+10
| +0.9% | +$2.82K | 0.02% | 729 |
|
|
2021
Q3 | $264K | Buy |
1,102
+48
| +5% | +$11.5K | 0.02% | 746 |
|
|
2021
Q2 | $255K | Buy |
+1,054
| New | +$255K | 0.02% | 719 |
|