Pathstone Holdings’s IQVIA IQV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.17M Sell
6,645
-2,973
-31% -$523K ﹤0.01% 1308
2025
Q1
$1.7M Sell
9,618
-2,316
-19% -$409K 0.01% 1073
2024
Q4
$2.35M Sell
11,934
-2,558
-18% -$503K 0.01% 890
2024
Q3
$3.43M Buy
14,492
+667
+5% +$158K 0.02% 698
2024
Q2
$2.92M Sell
13,825
-4,462
-24% -$943K 0.01% 746
2024
Q1
$4.62M Buy
18,287
+3,108
+20% +$786K 0.02% 524
2023
Q4
$3.51M Buy
+15,179
New +$3.51M 0.02% 532