Simplicity Solutions’s IQVIA IQV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$11.2M Sell
48,577
-8,830
-15% -$2.04M 0.31% 58
2023
Q3
$11.3M Buy
57,407
+1,606
+3% +$316K 0.36% 52
2023
Q2
$12.5M Buy
55,801
+1,270
+2% +$285K 0.34% 54
2023
Q1
$10.8M Buy
54,531
+52,800
+3,050% +$10.5M 0.28% 68
2022
Q4
$355K Buy
1,731
+272
+19% +$55.7K 0.05% 432
2022
Q3
$264K Buy
1,459
+42
+3% +$7.6K 0.04% 502
2022
Q2
$307K Buy
1,417
+435
+44% +$94.2K 0.04% 433
2022
Q1
$227K Sell
982
-1,206
-55% -$279K 0.03% 570
2021
Q4
$618K Buy
2,188
+1,247
+133% +$352K 0.07% 335
2021
Q3
$225K Buy
+941
New +$225K 0.03% 526
2021
Q1
Sell
-8,966
Closed -$1.61M 734
2020
Q4
$1.61M Buy
8,966
+727
+9% +$130K 0.02% 435
2020
Q3
$1.3M Buy
8,239
+1,066
+15% +$168K 0.02% 424
2020
Q2
$1.02M Buy
+7,173
New +$1.02M 0.02% 462