OCA
Otter Creek Advisors’s IQVIA IQV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,196
| Closed | -$235K | – | 47 |
|
|
2024
Q4 | $235K | Sell |
1,196
-258
| -18% | -$50.7K | 0.16% | 35 |
|
|
2024
Q3 | $345K | Sell |
1,454
-6,626
| -82% | -$1.57M | 0.22% | 34 |
|
|
2024
Q2 | $1.71M | Sell |
8,080
-9,605
| -54% | -$2.03M | 1.11% | 32 |
|
|
2024
Q1 | $4.47M | Buy |
17,685
+4,607
| +35% | +$1.17M | 2.65% | 11 |
|
|
2023
Q4 | $3.03M | Buy |
13,078
+5,765
| +79% | +$1.33M | 1.8% | 14 |
|
|
2023
Q3 | $1.44M | Sell |
7,313
-8,800
| -55% | -$1.73M | 1.1% | 28 |
|
|
2023
Q2 | $3.62M | Buy |
+16,113
| New | +$3.62M | 2.12% | 13 |
|
|
2022
Q4 | – | Sell |
-21,508
| Closed | -$3.9M | – | 40 |
|
|
2022
Q3 | $3.9M | Sell |
21,508
-2,074
| -9% | -$376K | 3.17% | 8 |
|
|
2022
Q2 | $5.12M | Buy |
23,582
+2,354
| +11% | +$511K | 3.43% | 5 |
|
|
2022
Q1 | $4.91M | Buy |
21,228
+4,124
| +24% | +$953K | 1.98% | 6 |
|
|
2021
Q4 | $4.83M | Sell |
17,104
-859
| -5% | -$242K | 3.12% | 4 |
|
|
2021
Q3 | $4.3M | Buy |
17,963
+62
| +0.3% | +$14.8K | 2.29% | 18 |
|
|
2021
Q2 | $4.34M | Sell |
17,901
-4,202
| -19% | -$1.02M | 1.9% | 14 |
|
|
2021
Q1 | $4.27M | Buy |
22,103
+9,124
| +70% | +$1.76M | 2.81% | 11 |
|
|
2020
Q4 | $2.33M | Buy |
12,979
+85
| +0.7% | +$15.2K | 1.85% | 19 |
|
|
2020
Q3 | $2.03M | Buy |
12,894
+37
| +0.3% | +$5.83K | 1.81% | 19 |
|
|
2020
Q2 | $1.82M | Buy |
+12,857
| New | +$1.82M | 1.44% | 20 |
|