Outlook Wealth Advisors, LLC Iqvia Holdings Inc. Transaction History

Outlook Wealth Advisors, LLC

$288 Million
Q3 2024

A detailed history of Outlook Wealth Advisors, LLC transactions in Iqvia Holdings Inc. stock. As of the latest transaction made, Outlook Wealth Advisors, LLC holds 2,552 shares of IQV stock, worth $488,759. This represents 0.21% of its overall portfolio holdings.

Number of Shares

2,552

Previous 2,596 1.69%

Holding current value

$488,759

Previous $548,000 10.22%

% of portfolio

0.21%

Previous 0.2%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	SELL	$206.81 - $251.55 $9,099 - $11,068	-44 Reduced 1.69%	2,552 $604,000
Q2 2024 Jul 18, 2024	SELL	$211.18 - $248.87 $8,024 - $9,457	-38 Reduced 1.44%	2,596 $548,000
Q1 2024 Apr 22, 2024	SELL	$208.23 - $259.1 $36,023 - $44,824	-173 Reduced 6.16%	2,634 $666,000
Q4 2023 Jan 29, 2024	SELL	$177.16 - $232.73 $114,268 - $150,110	-645 Reduced 18.68%	2,807 $649,000
Q3 2023 Oct 10, 2023	BUY	$196.75 - $231.96 $16,723 - $19,716	85 Added 2.52%	3,452 $679,000
Q2 2023 Jul 10, 2023	BUY	$183.66 - $224.77 $201,475 - $246,572	1,097 Added 48.33%	3,367 $756,000
Q1 2023 Apr 18, 2023	BUY	$188.0 - $240.65 $16,356 - $20,936	87 Added 3.99%	2,270 $451,000
Q4 2022 Feb 14, 2023	BUY	$172.45 - $226.53 $10,519 - $13,818	61 Added 2.87%	2,183 $447,000
Q3 2022 Oct 25, 2022	BUY	$181.14 - $248.26 $8,151 - $11,171	45 Added 2.17%	2,122 $385,000
Q2 2022 Jul 28, 2022	BUY	$196.45 - $252.29 $32,217 - $41,375	164 Added 8.57%	2,077 $450,000
Q1 2022 Jul 28, 2022	BUY	$210.56 - $273.58 $14,528 - $18,877	69 Added 3.74%	1,913 $442,000
Q1 2022 May 13, 2022	SELL	$210.56 - $273.58 $9,264 - $12,037	-44 Reduced 2.33%	1,844 $426,000
Q4 2021 Jan 21, 2022	BUY	$238.37 - $282.61 $14,540 - $17,239	61 Added 3.34%	1,888 $533,000
Q3 2021 Oct 22, 2021	BUY	$239.54 - $265.23 $10,060 - $11,139	42 Added 2.35%	1,827 $438,000
Q2 2021 Jul 21, 2021	BUY	$198.06 - $246.77 $353,537 - $440,484	1,785 New	1,785 $433,000
Q2 2020 Jul 17, 2020	SELL	$100.04 - $153.06 $277,510 - $424,588	-2,774 Closed	0 $0
Q1 2020 Apr 16, 2020	BUY	$84.0 - $166.11 $7,392 - $14,617	88 Added 3.28%	2,774 $299,000
Q4 2019 Feb 12, 2020	BUY	$137.59 - $155.95 $3,164 - $3,586	23 Added 0.86%	2,686 $415,000
Q3 2019 Oct 17, 2019	BUY	$148.25 - $161.46 $6,226 - $6,781	42 Added 1.6%	2,663 $398,000
Q2 2019 Aug 15, 2019	BUY	$132.28 - $160.9 $21,693 - $26,387	164 Added 6.67%	2,621 $422,000
Q1 2019 May 06, 2019	BUY	$109.96 - $144.45 $216,841 - $284,855	1,972 Added 406.6%	2,457 $353,000
Q4 2018 Feb 13, 2019	BUY	$105.7 - $130.35 $51,264 - $63,219	485 New	485 $563,000

Others Institutions Holding IQV

# of Institutions

1,143

Shares Held

142M

Call Options Held

828K

Put Options Held

951K

View Full List

About IQVIA HOLDINGS INC.

Ticker IQV
Exchange NYSE
Sector Healthcare
Industry Diagnostics & Research
Shares Outstandng 185,740,000
Market Cap $35.6B
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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Outlook Wealth Advisors, LLC Iqvia Holdings Inc. Transaction History