UMB Bank’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $106K | Buy |
675
+406
| +151% | +$64K | ﹤0.01% | 803 |
|
|
2025
Q1 | $47.4K | Sell |
269
-132
| -33% | -$23.3K | ﹤0.01% | 1078 |
|
|
2024
Q4 | $78.8K | Buy |
401
+169
| +73% | +$33.2K | ﹤0.01% | 765 |
|
|
2024
Q3 | $55K | Buy |
232
+99
| +74% | +$23.5K | ﹤0.01% | 846 |
|
|
2024
Q2 | $28.1K | Buy |
133
+25
| +23% | +$5.29K | ﹤0.01% | 962 |
|
|
2024
Q1 | $27.3K | Buy |
108
+6
| +6% | +$1.52K | ﹤0.01% | 977 |
|
|
2023
Q4 | $23.6K | Buy |
102
+4
| +4% | +$926 | ﹤0.01% | 1015 |
|
|
2023
Q3 | $19.3K | Hold |
98
| – | – | ﹤0.01% | 1089 |
|
|
2023
Q2 | $22K | Hold |
98
| – | – | ﹤0.01% | 1071 |
|
|
2023
Q1 | $19.5K | Hold |
98
| – | – | ﹤0.01% | 1094 |
|
|
2022
Q4 | $20K | Hold |
98
| – | – | ﹤0.01% | 1106 |
|
|
2022
Q3 | $18K | Buy |
98
+6
| +7% | +$1.1K | ﹤0.01% | 1139 |
|
|
2022
Q2 | $20K | Sell |
92
-2
| -2% | -$435 | ﹤0.01% | 1179 |
|
|
2022
Q1 | $22K | Buy |
94
+2
| +2% | +$468 | ﹤0.01% | 1215 |
|
|
2021
Q4 | $26K | Buy |
+92
| New | +$26K | ﹤0.01% | 1184 |
|