Trueblood Wealth 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 | – | Sell |
-1,136
| Closed | -$200K | – | 250 |
|
|
2025
Q1 | $200K | Buy |
1,136
+1
| +0.1% | +$176 | 0.09% | 230 |
|
|
2024
Q4 | $223K | Hold |
1,135
| – | – | 0.11% | 212 |
|
|
2024
Q3 | $269K | Buy |
1,135
+4
| +0.4% | +$948 | 0.14% | 185 |
|
|
2024
Q2 | $239K | Buy |
1,131
+3
| +0.3% | +$634 | 0.13% | 196 |
|
|
2024
Q1 | $285K | Hold |
1,128
| – | – | 0.16% | 161 |
|
|
2023
Q4 | $261K | Buy |
+1,128
| New | +$261K | 0.16% | 168 |
|