Strategic Investment Advisors’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $509K | Buy |
3,270
+1,134
| +53% | +$177K | 0.05% | 160 |
|
2025
Q1 | $377K | Buy |
+2,136
| New | +$377K | 0.04% | 192 |
|
2024
Q4 | – | Sell |
-2,936
| Closed | -$696K | – | 244 |
|
2024
Q3 | $696K | Sell |
2,936
-74
| -2% | -$17.5K | 0.08% | 148 |
|
2024
Q2 | $636K | Sell |
3,010
-45
| -1% | -$9.52K | 0.08% | 153 |
|
2024
Q1 | $773K | Buy |
3,055
+194
| +7% | +$49.1K | 0.1% | 132 |
|
2023
Q4 | $662K | Sell |
2,861
-744
| -21% | -$172K | 0.1% | 142 |
|
2023
Q3 | $709K | Buy |
+3,605
| New | +$709K | 0.12% | 132 |
|
2023
Q2 | – | Sell |
-3,756
| Closed | -$747K | – | 209 |
|
2023
Q1 | $747K | Buy |
+3,756
| New | +$747K | 0.14% | 120 |
|