Summit Trail Advisors’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 | $589K | Buy |
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2025
Q1 | $418K | Buy |
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|
2024
Q4 | $365K | Buy |
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|
2024
Q3 | $300K | Sell |
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|
2024
Q2 | $317K | Sell |
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|
2024
Q1 | $389K | Buy |
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|
2023
Q4 | $247K | Sell |
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|
2023
Q3 | $219K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $219K | Sell |
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|
2022
Q1 | $557K | Sell |
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|
2021
Q4 | $686K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $47K | Buy |
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