Stamos Capital Partners’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Buy |
8,457
+2,766
| +49% | +$436K | 0.24% | 105 |
|
|
2025
Q1 | $1M | Sell |
5,691
-1,889
| -25% | -$333K | 0.26% | 101 |
|
|
2024
Q4 | $1.49M | Buy |
+7,580
| New | +$1.49M | 0.35% | 88 |
|
|
2023
Q4 | – | Sell |
-10,360
| Closed | -$2.04M | – | 126 |
|
|
2023
Q3 | $2.04M | Hold |
10,360
| – | – | 0.45% | 62 |
|
|
2023
Q2 | $2.33M | Buy |
+10,360
| New | +$2.33M | 0.54% | 58 |
|
|
2022
Q4 | – | Sell |
-2,680
| Closed | -$485K | – | 157 |
|
|
2022
Q3 | $485K | Buy |
2,680
+640
| +31% | +$116K | 0.12% | 148 |
|
|
2022
Q2 | $443K | Hold |
2,040
| – | – | 0.13% | 90 |
|
|
2022
Q1 | $472K | Buy |
+2,040
| New | +$472K | 0.16% | 81 |
|
|
2019
Q4 | – | Sell |
-1,044
| Closed | -$156K | – | 57 |
|
|
2019
Q3 | $156K | Sell |
1,044
-1,156
| -53% | -$173K | 0.14% | 41 |
|
|
2019
Q2 | $354K | Sell |
2,200
-1,100
| -33% | -$177K | 0.35% | 43 |
|
|
2019
Q1 | $473K | Sell |
3,300
-3,700
| -53% | -$530K | 0.61% | 46 |
|
|
2018
Q4 | $813K | Buy |
+7,000
| New | +$813K | 0.61% | 48 |
|