Pinnacle Wealth Planning Services, Inc. Iqvia Holdings Inc. Transaction History

Pinnacle Wealth Planning Services, Inc.

$733 Million
Q3 2024

A detailed history of Pinnacle Wealth Planning Services, Inc. transactions in Iqvia Holdings Inc. stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 1,418 shares of IQV stock, worth $279,728. This represents 0.05% of its overall portfolio holdings.

Number of Shares

1,418

Previous 1,432 0.98%

Holding current value

$279,728

Previous $302,000 10.93%

% of portfolio

0.05%

Previous 0.04%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$206.81 - $251.55 $2,895 - $3,521	-14 Reduced 0.98%	1,418 $335,000
Q2 2024 Aug 09, 2024	BUY	$211.18 - $248.87 $3,590 - $4,230	17 Added 1.2%	1,432 $302,000
Q1 2024 May 09, 2024	BUY	$208.23 - $259.1 $4,372 - $5,441	21 Added 1.51%	1,415 $357,000
Q4 2023 Feb 07, 2024	SELL	$177.16 - $232.73 $38,443 - $50,502	-217 Reduced 13.47%	1,394 $322,000
Q3 2023 Nov 07, 2023	SELL	$196.75 - $231.96 $2,164 - $2,551	-11 Reduced 0.68%	1,611 $316,000
Q2 2023 Aug 07, 2023	BUY	$183.66 - $224.77 $55,098 - $67,431	300 Added 22.69%	1,622 $364,000
Q1 2023 May 03, 2023	BUY	$188.0 - $240.65 $27,824 - $35,616	148 Added 12.61%	1,322 $262,000
Q4 2022 Feb 13, 2023	SELL	$172.45 - $226.53 $47,251 - $62,069	-274 Reduced 18.92%	1,174 $240,000
Q3 2022 Nov 09, 2022	BUY	$181.14 - $248.26 $46,371 - $63,554	256 Added 21.48%	1,448 $262,000
Q2 2022 Aug 03, 2022	BUY	$196.45 - $252.29 $12,769 - $16,398	65 Added 5.77%	1,192 $259,000
Q1 2022 Apr 20, 2022	SELL	$210.56 - $273.58 $18,529 - $24,075	-88 Reduced 7.24%	1,127 $260,000
Q4 2021 Jan 21, 2022	BUY	$238.37 - $282.61 $25,982 - $30,804	109 Added 9.86%	1,215 $343,000
Q3 2021 Oct 29, 2021	BUY	$239.54 - $265.23 $10,539 - $11,670	44 Added 4.14%	1,106 $265,000
Q2 2021 Aug 02, 2021	SELL	$198.06 - $246.77 $792 - $987	-4 Reduced 0.38%	1,062 $257,000
Q1 2021 Apr 29, 2021	BUY	$173.0 - $194.59 $7,958 - $8,951	46 Added 4.51%	1,066 $206,000
Q4 2020 Feb 12, 2021	BUY	$153.99 - $180.39 $157,069 - $183,997	1,020 New	1,020 $182,000

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 $36.6B
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 ...

More about IQV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Pinnacle Wealth Planning Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Pinnacle Wealth Planning Services, Inc. with notifications on news.

Account

Pinnacle Wealth Planning Services, Inc. Iqvia Holdings Inc. Transaction History