Waverly Advisors’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $499K | Sell |
3,168
-12
| -0.4% | -$1.89K | 0.01% | 794 |
|
|
2025
Q1 | $561K | Sell |
3,180
-4
| -0.1% | -$705 | 0.01% | 741 |
|
|
2024
Q4 | $626K | Buy |
+3,184
| New | +$626K | 0.01% | 626 |
|
|
2018
Q1 | – | Sell |
-97
| Closed | -$9K | – | 277 |
|
|
2017
Q4 | $9K | Buy |
+97
| New | +$9K | ﹤0.01% | 332 |
|