Silver Oak Securities’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 |
-2,380
| Closed | -$470K | – | 679 |
|
|
2024
Q4 | $470K | Buy |
2,380
+363
| +18% | +$71.7K | 0.04% | 396 |
|
|
2024
Q3 | $474K | Buy |
2,017
+1,871
| +1,282% | +$439K | 0.05% | 341 |
|
|
2024
Q2 | $30.9K | Buy |
146
+40
| +38% | +$8.46K | ﹤0.01% | 453 |
|
|
2024
Q1 | $26.8K | Sell |
106
-2,738
| -96% | -$692K | ﹤0.01% | 454 |
|
|
2023
Q4 | $658K | Buy |
2,844
+2,596
| +1,047% | +$601K | 0.09% | 234 |
|
|
2023
Q3 | $48.8K | Sell |
248
-2,209
| -90% | -$435K | 0.01% | 378 |
|
|
2023
Q2 | $552K | Buy |
+2,457
| New | +$552K | 0.09% | 210 |
|
|
2022
Q4 | – | Sell |
-248
| Closed | -$48.8K | – | 383 |
|
|
2022
Q3 | $48.8K | Buy |
+248
| New | +$48.8K | 0.01% | 378 |
|