Concord Wealth Partners Iqvia Holdings Inc. Transaction History

Concord Wealth Partners

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 30, 2024	SELL	$208.23 - $259.1 $8,120 - $10,104	-39 Reduced 13.93%	241 $60,000
Q3 2023 Apr 30, 2024	BUY	$196.75 - $231.96 $55,090 - $64,948	280 New	280 $55,000
Q2 2023 Aug 07, 2023	BUY	$183.66 - $224.77 $7,162 - $8,766	39 Added 16.18%	280 $62,000
Q1 2023 Apr 26, 2023	SELL	$188.0 - $240.65 $8,084 - $10,347	-43 Reduced 15.14%	241 $47,000
Q4 2022 Jan 27, 2023	BUY	$172.45 - $226.53 $48,975 - $64,334	284 New	284 $58,000
Q2 2022 Aug 04, 2022	BUY	$196.45 - $252.29 $19,841 - $25,481	101 Added 21.44%	572 $124,000
Q1 2022 Apr 20, 2022	BUY	$210.56 - $273.58 $1,263 - $1,641	6 Added 1.29%	471 $109,000
Q4 2021 Jan 21, 2022	BUY	$238.37 - $282.61 $9,296 - $11,021	39 Added 9.15%	465 $131,000
Q3 2021 Nov 09, 2021	SELL	$239.54 - $265.23 $10,060 - $11,139	-42 Reduced 8.97%	426 $102,000
Q1 2021 May 13, 2021	BUY	$173.0 - $194.59 $6,747 - $7,589	39 Added 9.09%	468 $90,000
Q4 2020 Feb 16, 2021	BUY	$153.99 - $180.39 $66,061 - $77,387	429 New	429 $77,000

1,097

155M

227K

1.16M

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 ...

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