Sheets Smith Wealth Management’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.75M | Hold |
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|
2025
Q1 | $8.67M | Buy |
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|
2024
Q4 | $9.63M | Hold |
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|
2024
Q3 | $11.6M | Sell |
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|
2024
Q2 | $10.6M | Sell |
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|
2024
Q1 | $15.4M | Buy |
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|
2023
Q4 | $11.8M | Sell |
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|
2023
Q3 | $10.1M | Sell |
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|
2023
Q2 | $11.6M | Buy |
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|
2023
Q1 | $10.3M | Sell |
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|
2022
Q4 | $12.6M | Sell |
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|
2022
Q3 | $11.4M | Hold |
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|
2022
Q2 | $13.7M | Buy |
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|
2022
Q1 | $11.3M | Sell |
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|
2021
Q4 | $14.6M | Buy |
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|
2021
Q3 | $12.4M | Sell |
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|
2021
Q2 | $12.8M | Buy |
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|
2021
Q1 | $10.2M | Hold |
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|
2020
Q4 | $9.43M | Buy |
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|
2020
Q3 | $8M | Hold |
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|
2020
Q2 | $7.2M | Hold |
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|
2020
Q1 | $5.47M | Sell |
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|
2019
Q4 | $8.17M | Sell |
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|
2019
Q3 | $8.02M | Sell |
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|
2019
Q2 | $8.69M | Sell |
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|
2019
Q1 | $7.8M | Sell |
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|
2018
Q4 | $6.35M | Buy |
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|
2018
Q3 | $6.97M | Sell |
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|
2018
Q2 | $5.56M | Sell |
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|
2018
Q1 | $5.77M | Sell |
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|
2017
Q4 | $5.77M | Buy |
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|
2017
Q3 | $5.6M | Sell |
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|
2017
Q2 | $5.36M | Buy |
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|
2017
Q1 | $4.55M | Hold |
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|
2016
Q4 | $4.3M | Hold |
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|
2016
Q3 | $4.58M | Sell |
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|
2016
Q2 | $3.7M | Buy |
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|
2016
Q1 | $1.35M | Buy |
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