Sendero Wealth 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 | $8.14M | Sell |
51,631
-855
| -2% | -$135K | 1.02% | 20 |
|
|
2025
Q1 | $9.25M | Buy |
52,486
+7,265
| +16% | +$1.28M | 1.28% | 17 |
|
|
2024
Q4 | $8.89M | Buy |
45,221
+9,153
| +25% | +$1.8M | 1.32% | 15 |
|
|
2024
Q3 | $8.55M | Buy |
36,068
+1,898
| +6% | +$450K | 1.35% | 15 |
|
|
2024
Q2 | $7.22M | Buy |
34,170
+1,048
| +3% | +$222K | 1.22% | 18 |
|
|
2024
Q1 | $8.38M | Buy |
33,122
+229
| +0.7% | +$57.9K | 1.44% | 12 |
|
|
2023
Q4 | $7.61M | Buy |
32,893
+11,835
| +56% | +$2.74M | 1.43% | 12 |
|
|
2023
Q3 | $4.14M | Buy |
+21,058
| New | +$4.14M | 0.89% | 22 |
|