Shelton Capital 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
Q4 | $209K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $236K | Sell |
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|
2024
Q2 | $229K | Hold |
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|
2024
Q1 | $274K | Hold |
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|
2023
Q4 | $251K | Sell |
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|
2023
Q3 | $225K | Hold |
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|
2023
Q2 | $258K | Hold |
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|
2023
Q1 | $228K | Hold |
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|
2022
Q4 | $235K | Hold |
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|
2022
Q3 | $208K | Hold |
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|
2022
Q2 | $249K | Hold |
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|
2022
Q1 | $265K | Hold |
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|
2021
Q4 | $323K | Hold |
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|
2021
Q3 | $275K | Hold |
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|
2021
Q2 | $278K | Hold |
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|
2021
Q1 | $221K | Hold |
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|
2020
Q4 | $205K | Sell |
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|
2020
Q3 | $1.84M | Buy |
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