Tortoise Investment Management’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.67K | Buy |
36
+6
| +20% | +$945 | ﹤0.01% | 646 |
|
|
2025
Q1 | $5.29K | Hold |
30
| – | – | ﹤0.01% | 626 |
|
|
2024
Q4 | $5.9K | Hold |
30
| – | – | ﹤0.01% | 673 |
|
|
2024
Q3 | $7.11K | Hold |
30
| – | – | ﹤0.01% | 661 |
|
|
2024
Q2 | $6.34K | Hold |
30
| – | – | ﹤0.01% | 670 |
|
|
2024
Q1 | $7.59K | Hold |
30
| – | – | ﹤0.01% | 653 |
|
|
2023
Q4 | $6.94K | Sell |
30
-3
| -9% | -$694 | ﹤0.01% | 611 |
|
|
2023
Q3 | $6.49K | Buy |
33
+3
| +10% | +$590 | ﹤0.01% | 602 |
|
|
2023
Q2 | $6.74K | Hold |
30
| – | – | ﹤0.01% | 595 |
|
|
2023
Q1 | $5.97K | Hold |
30
| – | – | ﹤0.01% | 597 |
|
|
2022
Q4 | $6.15K | Hold |
30
| – | – | ﹤0.01% | 591 |
|
|
2022
Q3 | $5K | Hold |
30
| – | – | ﹤0.01% | 601 |
|
|
2022
Q2 | $7K | Hold |
30
| – | – | ﹤0.01% | 551 |
|
|
2022
Q1 | $7K | Hold |
30
| – | – | ﹤0.01% | 528 |
|
|
2021
Q4 | $8K | Hold |
30
| – | – | ﹤0.01% | 497 |
|
|
2021
Q3 | $7K | Hold |
30
| – | – | ﹤0.01% | 498 |
|
|
2021
Q2 | $7K | Hold |
30
| – | – | ﹤0.01% | 492 |
|
|
2021
Q1 | $6K | Hold |
30
| – | – | ﹤0.01% | 479 |
|
|
2020
Q4 | $5K | Hold |
30
| – | – | ﹤0.01% | 464 |
|
|
2020
Q3 | $5K | Hold |
30
| – | – | ﹤0.01% | 431 |
|
|
2020
Q2 | $4K | Hold |
30
| – | – | ﹤0.01% | 421 |
|
|
2020
Q1 | $3K | Hold |
30
| – | – | ﹤0.01% | 456 |
|
|
2019
Q4 | $5K | Hold |
30
| – | – | ﹤0.01% | 480 |
|
|
2019
Q3 | $4K | Hold |
30
| – | – | ﹤0.01% | 486 |
|
|
2019
Q2 | $5K | Hold |
30
| – | – | ﹤0.01% | 493 |
|
|
2019
Q1 | $4K | Hold |
30
| – | – | ﹤0.01% | 499 |
|
|
2018
Q4 | $3K | Hold |
30
| – | – | ﹤0.01% | 476 |
|
|
2018
Q3 | $4K | Hold |
30
| – | – | ﹤0.01% | 471 |
|
|
2018
Q2 | $3K | Hold |
30
| – | – | ﹤0.01% | 498 |
|
|
2018
Q1 | $3K | Hold |
30
| – | – | ﹤0.01% | 478 |
|
|
2017
Q4 | $3K | Buy |
+30
| New | +$3K | ﹤0.01% | 490 |
|