Northwestern Mutual Wealth 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 | $37.1M | Buy |
235,487
+17,771
| +8% | +$2.8M | 0.03% | 287 |
|
|
2025
Q1 | $38.4M | Buy |
217,716
+65,332
| +43% | +$11.5M | 0.03% | 259 |
|
|
2024
Q4 | $29.9M | Buy |
152,384
+51,860
| +52% | +$10.2M | 0.03% | 278 |
|
|
2024
Q3 | $23.8M | Buy |
100,524
+90,272
| +881% | +$21.4M | 0.02% | 291 |
|
|
2024
Q2 | $2.17M | Buy |
10,252
+795
| +8% | +$168K | ﹤0.01% | 792 |
|
|
2024
Q1 | $2.39M | Sell |
9,457
-3,070
| -25% | -$776K | ﹤0.01% | 746 |
|
|
2023
Q4 | $2.9M | Buy |
12,527
+5,416
| +76% | +$1.25M | ﹤0.01% | 676 |
|
|
2023
Q3 | $1.4M | Buy |
7,111
+167
| +2% | +$32.9K | ﹤0.01% | 829 |
|
|
2023
Q2 | $1.56M | Buy |
6,944
+394
| +6% | +$88.6K | ﹤0.01% | 788 |
|
|
2023
Q1 | $1.3M | Buy |
6,550
+545
| +9% | +$108K | ﹤0.01% | 817 |
|
|
2022
Q4 | $1.23M | Sell |
6,005
-156
| -3% | -$32K | ﹤0.01% | 803 |
|
|
2022
Q3 | $1.12M | Buy |
6,161
+179
| +3% | +$32.4K | ﹤0.01% | 795 |
|
|
2022
Q2 | $1.3M | Buy |
5,982
+150
| +3% | +$32.5K | ﹤0.01% | 747 |
|
|
2022
Q1 | $1.35M | Buy |
5,832
+856
| +17% | +$198K | ﹤0.01% | 747 |
|
|
2021
Q4 | $1.41M | Buy |
4,976
+321
| +7% | +$90.6K | ﹤0.01% | 706 |
|
|
2021
Q3 | $1.12M | Buy |
4,655
+241
| +5% | +$57.7K | ﹤0.01% | 727 |
|
|
2021
Q2 | $1.07M | Buy |
4,414
+454
| +11% | +$110K | ﹤0.01% | 742 |
|
|
2021
Q1 | $765K | Buy |
3,960
+274
| +7% | +$52.9K | ﹤0.01% | 791 |
|
|
2020
Q4 | $660K | Buy |
3,686
+502
| +16% | +$89.9K | ﹤0.01% | 753 |
|
|
2020
Q3 | $502K | Sell |
3,184
-60
| -2% | -$9.46K | ﹤0.01% | 751 |
|
|
2020
Q2 | $461K | Sell |
3,244
-6,567
| -67% | -$933K | ﹤0.01% | 726 |
|
|
2020
Q1 | $1.06M | Sell |
9,811
-50,541
| -84% | -$5.45M | ﹤0.01% | 468 |
|
|
2019
Q4 | $9.33M | Buy |
60,352
+924
| +2% | +$143K | 0.03% | 195 |
|
|
2019
Q3 | $8.88M | Buy |
59,428
+1,400
| +2% | +$209K | 0.03% | 199 |
|
|
2019
Q2 | $9.34M | Buy |
58,028
+56,081
| +2,880% | +$9.02M | 0.04% | 185 |
|
|
2019
Q1 | $280K | Sell |
1,947
-259
| -12% | -$37.2K | ﹤0.01% | 762 |
|
|
2018
Q4 | $257K | Sell |
2,206
-492
| -18% | -$57.3K | ﹤0.01% | 718 |
|
|
2018
Q3 | $350K | Sell |
2,698
-9
| -0.3% | -$1.17K | ﹤0.01% | 646 |
|
|
2018
Q2 | $271K | Sell |
2,707
-657
| -20% | -$65.8K | ﹤0.01% | 689 |
|
|
2018
Q1 | $330K | Sell |
3,364
-265
| -7% | -$26K | ﹤0.01% | 616 |
|
|
2017
Q4 | $356K | Sell |
3,629
-793
| -18% | -$77.8K | ﹤0.01% | 582 |
|
|
2017
Q3 | $421K | Sell |
4,422
-62
| -1% | -$5.9K | ﹤0.01% | 518 |
|
|
2017
Q2 | $401K | Buy |
4,484
+171
| +4% | +$15.3K | ﹤0.01% | 525 |
|
|
2017
Q1 | $347K | Sell |
4,313
-1,209
| -22% | -$97.3K | ﹤0.01% | 526 |
|
|
2016
Q4 | $420K | Buy |
+5,522
| New | +$420K | ﹤0.01% | 479 |
|
|
2016
Q3 | – | Sell |
-5,588
| Closed | -$365K | – | 841 |
|
|
2016
Q2 | $365K | Hold |
5,588
| – | – | 0.01% | 464 |
|
|
2016
Q1 | $364K | Buy |
5,588
+1,036
| +23% | +$67.5K | 0.01% | 456 |
|
|
2015
Q4 | $313K | Sell |
4,552
-893
| -16% | -$61.4K | 0.01% | 441 |
|
|
2015
Q3 | $379K | Buy |
5,445
+431
| +9% | +$30K | 0.01% | 381 |
|
|
2015
Q2 | $364K | Buy |
5,014
+59
| +1% | +$4.28K | 0.01% | 375 |
|
|
2015
Q1 | $332K | Buy |
4,955
+1,776
| +56% | +$119K | 0.01% | 375 |
|
|
2014
Q4 | $187K | Buy |
3,179
+350
| +12% | +$20.6K | 0.01% | 423 |
|
|
2014
Q3 | $158K | Buy |
2,829
+1,549
| +121% | +$86.5K | 0.01% | 441 |
|
|
2014
Q2 | $68K | Sell |
1,280
-851
| -40% | -$45.2K | ﹤0.01% | 549 |
|
|
2014
Q1 | $108K | Buy |
+2,131
| New | +$108K | ﹤0.01% | 473 |
|