Modern Wealth Management, LLC Iqvia Holdings Inc. Transaction History

Modern Wealth Management, LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 May 30, 2025	BUY	$190.97 - $236.63 $236,038 - $292,474	1,236 New	1,236 $242,000
Q4 2024 May 29, 2025	BUY	$190.97 - $236.63 $275,378 - $341,220	1,442 New	1,442 $283,000
Q4 2024 Feb 11, 2025	SELL	$190.97 - $236.63 $59,582 - $73,828	-312 Reduced 22.21%	1,093 $226 Million
Q3 2024 May 30, 2025	BUY	$206.81 - $251.55 $290,568 - $353,427	1,405 New	1,405 $332,000
Q3 2024 May 29, 2025	BUY	$206.81 - $251.55 $290,568 - $353,427	1,405 New	1,405 $332,000
Q3 2024 Nov 05, 2024	BUY	$206.81 - $251.55 $8,479 - $10,313	41 Added 3.01%	1,405 $333 Million
Q2 2024 May 29, 2025	BUY	$211.18 - $248.87 $288,049 - $339,458	1,364 New	1,364 $288,000
Q2 2024 Aug 07, 2024	SELL	$211.18 - $248.87 $844 - $995	-4 Reduced 0.29%	1,364 $288 Million
Q1 2024 May 28, 2025	BUY	$208.23 - $259.1 $289,647 - $360,408	1,391 New	1,391 $352 Million
Q1 2024 May 13, 2024	BUY	$208.23 - $259.1 $284,858 - $354,448	1,368 New	1,368 $320 Million

1,110

155M

690K

1.03M

Ticker IQV
Exchange NYSE
Sector Healthcare
Industry Diagnostics & Research
Shares Outstandng 185,740,000
Market Cap $26.1B
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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