ProVise Management Group’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $374K | Buy |
2,373
+73
| +3% | +$11.5K | 0.03% | 196 |
|
|
2025
Q1 | $405K | Sell |
2,300
-24
| -1% | -$4.23K | 0.03% | 173 |
|
|
2024
Q4 | $457K | Sell |
2,324
-85
| -4% | -$16.7K | 0.04% | 172 |
|
|
2024
Q3 | $571K | Buy |
2,409
+19
| +0.8% | +$4.5K | 0.05% | 178 |
|
|
2024
Q2 | $505K | Sell |
2,390
-114
| -5% | -$24.1K | 0.04% | 182 |
|
|
2024
Q1 | $633K | Buy |
2,504
+186
| +8% | +$47K | 0.05% | 171 |
|
|
2023
Q4 | $536K | Sell |
2,318
-114
| -5% | -$26.4K | 0.05% | 215 |
|
|
2023
Q3 | $478K | Buy |
2,432
+749
| +45% | +$147K | 0.04% | 226 |
|
|
2023
Q2 | $378K | Sell |
1,683
-72
| -4% | -$16.2K | 0.03% | 257 |
|
|
2023
Q1 | $349K | Sell |
1,755
-620
| -26% | -$123K | 0.03% | 263 |
|
|
2022
Q4 | $487K | Sell |
2,375
-155
| -6% | -$31.8K | 0.05% | 208 |
|
|
2022
Q3 | $458K | Sell |
2,530
-39
| -2% | -$7.06K | 0.05% | 209 |
|
|
2022
Q2 | $557K | Sell |
2,569
-263
| -9% | -$57K | 0.06% | 196 |
|
|
2022
Q1 | $655K | Sell |
2,832
-1,060
| -27% | -$245K | 0.06% | 207 |
|
|
2021
Q4 | $1.1M | Sell |
3,892
-14
| -0.4% | -$3.95K | 0.1% | 176 |
|
|
2021
Q3 | $936K | Sell |
3,906
-100
| -2% | -$24K | 0.09% | 179 |
|
|
2021
Q2 | $971K | Sell |
4,006
-1,670
| -29% | -$405K | 0.1% | 171 |
|
|
2021
Q1 | $1.1M | Buy |
5,676
+50
| +0.9% | +$9.66K | 0.12% | 153 |
|
|
2020
Q4 | $1.01M | Buy |
5,626
+73
| +1% | +$13.1K | 0.12% | 148 |
|
|
2020
Q3 | $875K | Sell |
5,553
-1,299
| -19% | -$205K | 0.12% | 152 |
|
|
2020
Q2 | $972K | Sell |
6,852
-438
| -6% | -$62.1K | 0.14% | 136 |
|
|
2020
Q1 | $786K | Sell |
7,290
-183
| -2% | -$19.7K | 0.13% | 144 |
|
|
2019
Q4 | $1.16M | Sell |
7,473
-50
| -0.7% | -$7.73K | 0.14% | 139 |
|
|
2019
Q3 | $1.12M | Sell |
7,523
-105
| -1% | -$15.7K | 0.15% | 138 |
|
|
2019
Q2 | $1.23M | Buy |
7,628
+520
| +7% | +$83.6K | 0.16% | 132 |
|
|
2019
Q1 | $1.02M | Sell |
7,108
-615
| -8% | -$88.4K | 0.14% | 141 |
|
|
2018
Q4 | $897K | Sell |
7,723
-350
| -4% | -$40.7K | 0.14% | 146 |
|
|
2018
Q3 | $1.05M | Sell |
8,073
-312
| -4% | -$40.5K | 0.14% | 145 |
|
|
2018
Q2 | $5.82K | Buy |
8,385
+108
| +1% | +$75 | 0.44% | 61 |
|
|
2018
Q1 | $813K | Hold |
8,277
| – | – | 0.12% | 157 |
|
|
2017
Q4 | $810K | Hold |
8,277
| – | – | 0.12% | 155 |
|
|
2017
Q3 | $787K | Hold |
8,277
| – | – | 0.11% | 168 |
|
|
2017
Q2 | $741K | Buy |
8,277
+4,117
| +99% | +$369K | 0.11% | 176 |
|
|
2017
Q1 | $335K | Buy |
+4,160
| New | +$335K | 0.05% | 245 |
|