Sequoia Financial Advisors’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $923K | Sell |
5,855
-379
| -6% | -$59.7K | 0.01% | 708 |
|
|
2025
Q1 | $1.1M | Sell |
6,234
-79,065
| -93% | -$13.9M | 0.01% | 586 |
|
|
2024
Q4 | $16.8M | Buy |
85,299
+10,245
| +14% | +$2.01M | 0.16% | 123 |
|
|
2024
Q3 | $17.8M | Buy |
75,054
+11,170
| +17% | +$2.65M | 0.19% | 109 |
|
|
2024
Q2 | $13.5M | Buy |
63,884
+10,161
| +19% | +$2.15M | 0.16% | 114 |
|
|
2024
Q1 | $13.6M | Sell |
53,723
-3,908
| -7% | -$988K | 0.17% | 116 |
|
|
2023
Q4 | $13.3M | Buy |
57,631
+55,627
| +2,776% | +$12.9M | 0.17% | 119 |
|
|
2023
Q3 | $394K | Buy |
2,004
+37
| +2% | +$7.28K | 0.01% | 587 |
|
|
2023
Q2 | $442K | Buy |
1,967
+373
| +23% | +$83.9K | 0.01% | 557 |
|
|
2023
Q1 | $317K | Buy |
1,594
+69
| +5% | +$13.7K | 0.01% | 601 |
|
|
2022
Q4 | $312K | Buy |
+1,525
| New | +$312K | 0.01% | 570 |
|