Wunderlich Capital Managemnt’s IQVIA IQV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$1.93M Buy
9,110
+111
+1% +$23.5K 0.86% 50
2024
Q1
$2.28M Sell
8,999
-533
-6% -$135K 1.03% 44
2023
Q4
$2.21M Sell
9,532
-131
-1% -$30.3K 0.99% 45
2023
Q3
$1.9M Sell
9,663
-9
-0.1% -$1.77K 0.94% 46
2023
Q2
$2.17M Buy
9,672
+35
+0.4% +$7.87K 1.07% 44
2023
Q1
$1.92M Buy
9,637
+154
+2% +$30.6K 1% 49
2022
Q4
$1.94M Buy
9,483
+121
+1% +$24.8K 1.08% 48
2022
Q3
$1.7M Buy
9,362
+289
+3% +$52.4K 1.09% 49
2022
Q2
$1.97M Buy
+9,073
New +$1.97M 1.15% 44