BIM
Baldwin Investment Management’s IQVIA IQV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $439K | Buy |
2,783
+430
| +18% | +$67.8K | 0.05% | 159 |
|
|
2025
Q1 | $415K | Sell |
2,353
-512
| -18% | -$90.3K | 0.05% | 159 |
|
|
2024
Q4 | $563K | Sell |
2,865
-683
| -19% | -$134K | 0.07% | 141 |
|
|
2024
Q3 | $841K | Buy |
3,548
+280
| +9% | +$66.4K | 0.11% | 118 |
|
|
2024
Q2 | $691K | Hold |
3,268
| – | – | 0.09% | 129 |
|
|
2024
Q1 | $826K | Buy |
3,268
+200
| +7% | +$50.6K | 0.11% | 118 |
|
|
2023
Q4 | $710K | Buy |
3,068
+105
| +4% | +$24.3K | 0.11% | 117 |
|
|
2023
Q3 | $583K | Sell |
2,963
-5
| -0.2% | -$984 | 0.1% | 127 |
|
|
2023
Q2 | $667K | Sell |
2,968
-20
| -0.7% | -$4.5K | 0.11% | 124 |
|
|
2023
Q1 | $594K | Sell |
2,988
-87
| -3% | -$17.3K | 0.11% | 125 |
|
|
2022
Q4 | $630K | Sell |
3,075
-192
| -6% | -$39.3K | 0.11% | 122 |
|
|
2022
Q3 | $592 | Sell |
3,267
-125
| -4% | -$23 | 0.12% | 119 |
|
|
2022
Q2 | $736 | Sell |
3,392
-250
| -7% | -$54 | 0.14% | 112 |
|
|
2022
Q1 | $842 | Sell |
3,642
-58
| -2% | -$13 | 0.13% | 119 |
|
|
2021
Q4 | $1.04K | Buy |
3,700
+45
| +1% | +$13 | 0.16% | 100 |
|
|
2021
Q3 | $876K | Sell |
3,655
-75
| -2% | -$18K | 0.15% | 106 |
|
|
2021
Q2 | $904K | Sell |
3,730
-310
| -8% | -$75.1K | 0.15% | 108 |
|
|
2021
Q1 | $780K | Sell |
4,040
-238
| -6% | -$46K | 0.14% | 119 |
|
|
2020
Q4 | $766K | Buy |
4,278
+853
| +25% | +$153K | 0.15% | 111 |
|
|
2020
Q3 | $540K | Buy |
+3,425
| New | +$540K | 0.13% | 115 |
|