Pinnacle Associates’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-921
| Closed | -$213K | – | 863 |
|
|
2024
Q3 | $213K | Sell |
921
-30
| -3% | -$6.94K | ﹤0.01% | 755 |
|
|
2024
Q2 | $201K | Buy |
951
+9
| +1% | +$1.9K | ﹤0.01% | 779 |
|
|
2024
Q1 | $238K | Buy |
942
+21
| +2% | +$5.31K | ﹤0.01% | 753 |
|
|
2023
Q4 | $213K | Sell |
921
-757
| -45% | -$175K | ﹤0.01% | 767 |
|
|
2023
Q3 | $330K | Buy |
1,678
+665
| +66% | +$131K | 0.01% | 649 |
|
|
2023
Q2 | $228K | Sell |
1,013
-57
| -5% | -$12.8K | ﹤0.01% | 743 |
|
|
2023
Q1 | $213K | Buy |
+1,070
| New | +$213K | ﹤0.01% | 718 |
|
|
2022
Q1 | – | Sell |
-730
| Closed | -$206K | – | 800 |
|
|
2021
Q4 | $206K | Buy |
+730
| New | +$206K | ﹤0.01% | 757 |
|