SFM
Stack Financial Management’s IQVIA IQV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-89,005
| Closed | -$15.7M | – | 51 |
|
|
2025
Q1 | $15.7M | Sell |
89,005
-91
| -0.1% | -$16K | 1.31% | 35 |
|
|
2024
Q4 | $17.5M | Sell |
89,096
-2,198
| -2% | -$432K | 1.6% | 28 |
|
|
2024
Q3 | $21.6M | Buy |
91,294
+305
| +0.3% | +$72.3K | 1.94% | 23 |
|
|
2024
Q2 | $19.2M | Buy |
90,989
+82
| +0.1% | +$17.3K | 1.78% | 26 |
|
|
2024
Q1 | $23M | Buy |
90,907
+205
| +0.2% | +$51.8K | 2.11% | 19 |
|
|
2023
Q4 | $21M | Sell |
90,702
-1,241
| -1% | -$287K | 2.37% | 17 |
|
|
2023
Q3 | $18.1M | Buy |
+91,943
| New | +$18.1M | 2.11% | 21 |
|