WestEnd 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 | $1.1K | Buy |
7
+1
| +17% | +$158 | ﹤0.01% | 202 |
|
|
2025
Q1 | $1.06K | Buy |
6
+4
| +200% | +$705 | ﹤0.01% | 206 |
|
|
2024
Q4 | $393 | Hold |
2
| – | – | ﹤0.01% | 200 |
|
|
2024
Q3 | $474 | Hold |
2
| – | – | ﹤0.01% | 177 |
|
|
2024
Q2 | $423 | Sell |
2
-1
| -33% | -$212 | ﹤0.01% | 177 |
|
|
2024
Q1 | $759 | Hold |
3
| – | – | ﹤0.01% | 126 |
|
|
2023
Q4 | $694 | Hold |
3
| – | – | ﹤0.01% | 131 |
|
|
2023
Q3 | $590 | Buy |
+3
| New | +$590 | ﹤0.01% | 138 |
|
|
2023
Q2 | – | Hold |
0
| – | -$398 | – | 172 |
|
|
2023
Q1 | – | Sell |
-2
| Closed | -$410 | – | 171 |
|
|
2022
Q4 | $410 | Hold |
2
| – | – | ﹤0.01% | 162 |
|
|
2022
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 238 |
|
|
2022
Q2 | $433 | Buy |
+2
| New | +$433 | ﹤0.01% | 142 |
|
|
2022
Q1 | – | Sell |
-1
| Closed | -$282 | – | 156 |
|
|
2021
Q4 | $282 | Buy |
+1
| New | +$282 | ﹤0.01% | 215 |
|
|
2021
Q3 | – | Hold |
0
| – | -$484K | – | 219 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 144 |
|