Stamos Capital Partners’s IQVIA IQV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.33M Buy
2025
Q1
$1M Sell
2024
Q4
$1.49M Buy
2023
Q4
Sell
2023
Q3
$2.04M Hold
2023
Q2
$2.33M Buy
2022
Q4
Sell
2022
Q3
$485K Buy
2022
Q2
$443K Hold
2022
Q1
$472K Buy
2019
Q4
Sell
2019
Q3
$156K Sell
2019
Q2
$354K Sell
2019
Q1
$473K Sell
2018
Q4
$813K Buy