A detailed history of 9258 Wealth Management, LLC transactions in Iqvia Holdings Inc. stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 2,965 shares of IQV stock, worth $702,230. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,965
Previous 2,784 6.5%
Holding current value
$702,230
Previous $704,000 11.08%
% of portfolio
0.1%
Previous 0.11%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024

BUY
$211.18 - $248.87 $38,223 - $45,045
181 Added 6.5%
2,965 $626,000
Q1 2024

May 03, 2024

SELL
$208.23 - $259.1 $27,278 - $33,942
-131 Reduced 4.49%
2,784 $704,000
Q4 2023

Feb 06, 2024

BUY
$177.16 - $232.73 $136,413 - $179,202
770 Added 35.9%
2,915 $674,000
Q3 2023

Nov 08, 2023

BUY
$196.75 - $231.96 $50,564 - $59,613
257 Added 13.61%
2,145 $422,000
Q2 2023

Aug 08, 2023

BUY
$183.66 - $224.77 $57,669 - $70,577
314 Added 19.95%
1,888 $424,000
Q1 2023

May 03, 2023

SELL
$188.0 - $240.65 $7,144 - $9,144
-38 Reduced 2.36%
1,574 $313,000
Q4 2022

Feb 03, 2023

BUY
$172.45 - $226.53 $4,483 - $5,889
26 Added 1.64%
1,612 $330,000
Q3 2022

Nov 08, 2022

BUY
$181.14 - $248.26 $10,324 - $14,150
57 Added 3.73%
1,586 $287,000
Q2 2022

Aug 04, 2022

BUY
$196.45 - $252.29 $30,646 - $39,357
156 Added 11.36%
1,529 $332,000
Q1 2022

May 13, 2022

BUY
$210.56 - $273.58 $47,586 - $61,829
226 Added 19.7%
1,373 $317,000
Q4 2021

Feb 11, 2022

BUY
$238.37 - $282.61 $273,410 - $324,153
1,147 New
1,147 $324,000

Others Institutions Holding IQV

About IQVIA HOLDINGS INC.


  • Ticker IQV
  • Exchange NYSE
  • Sector Healthcare
  • Industry Diagnostics & Research
  • Shares Outstandng 185,740,000
  • Market Cap $44B
  • Description
  • IQVIA Holdings Inc. provides advanced analytics, technology solutions, and clinical research services to the life sciences industry in the Americas, Europe, Africa, and the Asia-Pacific. It operates through three segments: Technology & Analytics Solutions, Research & Development Solutions, and Contract Sales & Medical Solutions. The ...
More about IQV
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