Roberts Capital Advisors’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,864
| Closed | -$366K | – | 94 |
|
|
2024
Q4 | $366K | Hold |
1,864
| – | – | 0.31% | 71 |
|
|
2024
Q3 | $442K | Hold |
1,864
| – | – | 0.38% | 72 |
|
|
2024
Q2 | $471K | Hold |
1,864
| – | – | 0.45% | 63 |
|
|
2024
Q1 | $471K | Buy |
+1,864
| New | +$471K | 0.45% | 63 |
|
|
2022
Q3 | $362K | Hold |
1,999
| – | – | 0.52% | 66 |
|
|
2022
Q2 | $434K | Hold |
1,999
| – | – | 0.6% | 52 |
|
|
2022
Q1 | $462K | Hold |
1,999
| – | – | 0.48% | 73 |
|
|
2021
Q4 | $564K | Buy |
+1,999
| New | +$564K | 0.53% | 64 |
|