Trajan 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 | $20.8M | Buy |
131,813
+51,181
| +63% | +$8.07M | 1.02% | 24 |
|
|
2025
Q1 | $14.2M | Buy |
80,632
+430
| +0.5% | +$75.8K | 0.78% | 36 |
|
|
2024
Q4 | $15.8M | Buy |
80,202
+3,179
| +4% | +$625K | 0.87% | 34 |
|
|
2024
Q3 | $18.3M | Sell |
77,023
-757
| -1% | -$179K | 1.08% | 25 |
|
|
2024
Q2 | $16.4M | Buy |
77,780
+3,027
| +4% | +$640K | 1.06% | 25 |
|
|
2024
Q1 | $18.9M | Buy |
+74,753
| New | +$18.9M | 1.28% | 21 |
|