SVB Wealth’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Sell |
7,434
-4,807
| -39% | -$757K | 0.06% | 218 |
|
|
2025
Q1 | $2.16M | Sell |
12,241
-13,418
| -52% | -$2.37M | 0.09% | 112 |
|
|
2024
Q4 | $5.04M | Buy |
+25,659
| New | +$5.04M | 0.09% | 140 |
|
|
2024
Q3 | – | Sell |
-29,318
| Closed | -$6.2M | – | 305 |
|
|
2024
Q2 | $6.2M | Sell |
29,318
-1,395
| -5% | -$295K | 0.15% | 133 |
|
|
2024
Q1 | $7.77M | Sell |
30,713
-4,730
| -13% | -$1.2M | 0.17% | 131 |
|
|
2023
Q4 | $8.2M | Sell |
35,443
-12,854
| -27% | -$2.97M | 0.2% | 119 |
|
|
2023
Q3 | $9.5M | Sell |
48,297
-3,431
| -7% | -$675K | 0.21% | 108 |
|
|
2023
Q2 | $11.6M | Sell |
51,728
-7,384
| -12% | -$1.66M | 0.21% | 106 |
|
|
2023
Q1 | $11.8M | Sell |
59,112
-5,691
| -9% | -$1.13M | 0.16% | 111 |
|
|
2022
Q4 | $13.3M | Sell |
64,803
-1,168
| -2% | -$239K | 0.18% | 105 |
|
|
2022
Q3 | $12M | Sell |
65,971
-1,175
| -2% | -$213K | 0.17% | 103 |
|
|
2022
Q2 | $14.6M | Sell |
67,146
-355
| -0.5% | -$77K | 0.22% | 81 |
|
|
2022
Q1 | $15.6M | Sell |
67,501
-10,985
| -14% | -$2.54M | 0.21% | 84 |
|
|
2021
Q4 | $22.1M | Buy |
78,486
+701
| +0.9% | +$198K | 0.36% | 65 |
|
|
2021
Q3 | $18.6M | Sell |
77,785
-341
| -0.4% | -$81.7K | 0.24% | 81 |
|
|
2021
Q2 | $18.9M | Buy |
78,126
+1,962
| +3% | +$475K | 0.24% | 79 |
|
|
2021
Q1 | $14.7M | Sell |
76,164
-2,936
| -4% | -$567K | 0.2% | 87 |
|
|
2020
Q4 | $14.2M | Buy |
79,100
+3,012
| +4% | +$540K | 0.21% | 88 |
|
|
2020
Q3 | $12M | Buy |
76,088
+1,820
| +2% | +$287K | 0.2% | 87 |
|
|
2020
Q2 | $10.5M | Buy |
74,268
+198
| +0.3% | +$28.1K | 0.2% | 89 |
|
|
2020
Q1 | $7.99M | Sell |
74,070
-7,177
| -9% | -$774K | 0.19% | 83 |
|
|
2019
Q4 | $12.6M | Buy |
81,247
+504
| +0.6% | +$77.9K | 0.23% | 79 |
|
|
2019
Q3 | $12.1M | Sell |
80,743
-3,666
| -4% | -$548K | 0.24% | 76 |
|
|
2019
Q2 | $13.6M | Sell |
84,409
-10,326
| -11% | -$1.66M | 0.46% | 62 |
|
|
2019
Q1 | $13.6M | Sell |
94,735
-6,688
| -7% | -$962K | 0.54% | 59 |
|
|
2018
Q4 | $11.8M | Buy |
101,423
+4,864
| +5% | +$565K | 0.5% | 65 |
|
|
2018
Q3 | $12.5M | Buy |
96,559
+1,940
| +2% | +$252K | 0.44% | 75 |
|
|
2018
Q2 | $9.45M | Buy |
94,619
+11,285
| +14% | +$1.13M | 0.36% | 83 |
|
|
2018
Q1 | $8.18M | Buy |
+83,334
| New | +$8.18M | 0.31% | 89 |
|