Regatta Capital 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
$405K Buy
2,568
+362
+16% +$57K 0.07% 154
2025
Q1
$389K Buy
2,206
+40
+2% +$7.05K 0.08% 141
2024
Q4
$426K Buy
2,166
+98
+5% +$19.3K 0.08% 128
2024
Q3
$490K Sell
2,068
-65
-3% -$15.4K 0.1% 127
2024
Q2
$451K Buy
2,133
+6
+0.3% +$1.27K 0.1% 121
2024
Q1
$538K Buy
2,127
+62
+3% +$15.7K 0.12% 110
2023
Q4
$478K Buy
2,065
+6
+0.3% +$1.39K 0.13% 109
2023
Q3
$405K Buy
2,059
+54
+3% +$10.6K 0.13% 114
2023
Q2
$451K Buy
2,005
+28
+1% +$6.29K 0.14% 108
2023
Q1
$405K Hold
1,977
0.14% 116
2022
Q4
$405K Sell
1,977
-72
-4% -$14.8K 0.14% 116
2022
Q3
$445K Buy
2,049
+108
+6% +$23.5K 0.18% 103
2022
Q2
$421K Sell
1,941
-83
-4% -$18K 0.2% 96
2022
Q1
$468K Buy
2,024
+50
+3% +$11.6K 0.16% 104
2021
Q4
$557K Buy
+1,974
New +$557K 0.19% 91