Plato Investment 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 | $2.04M | Buy |
12,965
+4,840
| +60% | +$760K | 0.15% | 149 |
|
|
2025
Q1 | $1.45M | Buy |
8,125
+1,181
| +17% | +$210K | 0.12% | 185 |
|
|
2024
Q4 | $1.37M | Buy |
6,944
+2,836
| +69% | +$559K | 0.1% | 209 |
|
|
2024
Q3 | $972K | Hold |
4,108
| – | – | 0.08% | 248 |
|
|
2024
Q2 | $869K | Hold |
4,108
| – | – | 0.08% | 223 |
|
|
2024
Q1 | $1.04M | Buy |
4,108
+4,076
| +12,738% | +$1.03M | 0.11% | 204 |
|
|
2023
Q4 | $7.4K | Buy |
+32
| New | +$7.4K | 0.01% | 373 |
|