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 |
|