Summit Securities Group’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.5K | Buy |
+111
| New | +$17.5K | ﹤0.01% | 625 |
|
|
2024
Q1 | – | Sell |
-1
| Closed | – | – | 523 |
|
|
2023
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 590 |
|
|
2023
Q3 | – | Sell |
-243
| Closed | -$55K | – | 628 |
|
|
2023
Q2 | $55K | Sell |
243
-122
| -33% | -$27.6K | 0.01% | 275 |
|
|
2023
Q1 | $73K | Sell |
365
-1,292
| -78% | -$258K | 0.01% | 235 |
|
|
2022
Q4 | $340K | Buy |
1,657
+873
| +111% | +$179K | 0.01% | 165 |
|
|
2022
Q3 | $142K | Buy |
784
+389
| +98% | +$70.5K | 0.01% | 315 |
|
|
2022
Q2 | $86K | Buy |
395
+316
| +400% | +$68.8K | 0.01% | 288 |
|
|
2022
Q1 | $18K | Buy |
+79
| New | +$18K | ﹤0.01% | 500 |
|
|
2015
Q4 | – | Sell |
-5,622
| Closed | -$391K | – | 309 |
|
|
2015
Q3 | $391K | Buy |
+5,622
| New | +$391K | 0.28% | 44 |
|