Valeo Financial Advisors’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,182
| Closed | -$232K | – | 700 |
|
|
2024
Q4 | $232K | Sell |
1,182
-726
| -38% | -$143K | 0.01% | 612 |
|
|
2024
Q3 | $452K | Buy |
1,908
+10
| +0.5% | +$2.37K | 0.01% | 430 |
|
|
2024
Q2 | $401K | Sell |
1,898
-192
| -9% | -$40.6K | 0.01% | 448 |
|
|
2024
Q1 | $503K | Sell |
2,090
-731
| -26% | -$176K | 0.02% | 371 |
|
|
2023
Q4 | $653K | Sell |
2,821
-297
| -10% | -$68.7K | 0.03% | 287 |
|
|
2023
Q3 | $613K | Buy |
3,118
+1,323
| +74% | +$260K | 0.03% | 287 |
|
|
2023
Q2 | $403K | Sell |
1,795
-236
| -12% | -$53K | 0.02% | 356 |
|
|
2023
Q1 | $404K | Buy |
2,031
+290
| +17% | +$57.7K | 0.02% | 376 |
|
|
2022
Q4 | $357K | Buy |
+1,741
| New | +$357K | 0.02% | 344 |
|
|
2022
Q2 | – | Sell |
-1,339
| Closed | -$310K | – | 535 |
|
|
2022
Q1 | $310K | Buy |
+1,339
| New | +$310K | 0.02% | 416 |
|
|
2021
Q2 | – | Sell |
-1,317
| Closed | -$254K | – | 1075 |
|
|
2021
Q1 | $254K | Sell |
1,317
-46
| -3% | -$8.87K | 0.01% | 377 |
|
|
2020
Q4 | $244K | Sell |
1,363
-86
| -6% | -$15.4K | 0.01% | 369 |
|
|
2020
Q3 | $228K | Sell |
1,449
-1,031
| -42% | -$162K | 0.02% | 292 |
|
|
2020
Q2 | $352K | Sell |
2,480
-90
| -4% | -$12.8K | 0.03% | 223 |
|
|
2020
Q1 | $330K | Sell |
2,570
-60
| -2% | -$7.7K | 0.04% | 214 |
|
|
2019
Q4 | $406K | Buy |
2,630
+400
| +18% | +$61.7K | 0.04% | 219 |
|
|
2019
Q3 | $333K | Buy |
2,230
+180
| +9% | +$26.9K | 0.04% | 216 |
|
|
2019
Q2 | $330K | Buy |
2,050
+387
| +23% | +$62.3K | 0.04% | 216 |
|
|
2019
Q1 | $239K | Hold |
1,663
| – | – | 0.03% | 242 |
|
|
2018
Q4 | $193K | Sell |
1,663
-65
| -4% | -$7.54K | 0.03% | 261 |
|
|
2018
Q3 | $208K | Buy |
1,728
+698
| +68% | +$84K | 0.03% | 267 |
|
|
2018
Q2 | $125K | Sell |
1,030
-384
| -27% | -$46.6K | 0.02% | 362 |
|
|
2018
Q1 | $139K | Sell |
1,414
-323
| -19% | -$31.8K | 0.02% | 304 |
|
|
2017
Q4 | $170K | Buy |
1,737
+457
| +36% | +$44.7K | 0.03% | 263 |
|
|
2017
Q3 | $122K | Buy |
+1,280
| New | +$122K | 0.03% | 263 |
|