Sterling Investment Counsel’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-2,837
| Closed | -$500K | – | 152 |
|
2025
Q1 | $500K | Buy |
+2,837
| New | +$500K | 0.17% | 94 |
|
2024
Q4 | – | Sell |
-1,828
| Closed | -$433K | – | 148 |
|
2024
Q3 | $433K | Buy |
1,828
+151
| +9% | +$35.8K | 0.15% | 95 |
|
2024
Q2 | $355K | Buy |
1,677
+331
| +25% | +$70K | 0.14% | 104 |
|
2024
Q1 | $340K | Buy |
1,346
+213
| +19% | +$53.9K | 0.16% | 111 |
|
2023
Q4 | $262K | Buy |
+1,133
| New | +$262K | 0.13% | 128 |
|