Petrus Trust Company’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Sell |
1,561
-1,510
| -49% | -$238K | 0.03% | 398 |
|
|
2025
Q1 | $541K | Buy |
3,071
+1,848
| +151% | +$326K | 0.05% | 163 |
|
|
2024
Q4 | $240K | Buy |
+1,223
| New | +$240K | 0.02% | 504 |
|
|
2024
Q3 | – | Sell |
-2,285
| Closed | -$483K | – | 645 |
|
|
2024
Q2 | $483K | Buy |
+2,285
| New | +$483K | 0.05% | 244 |
|
|
2023
Q2 | – | Sell |
-1,610
| Closed | -$320K | – | 671 |
|
|
2023
Q1 | $320K | Buy |
+1,610
| New | +$320K | 0.04% | 266 |
|