Bartlett & Co Wealth Management’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.36K | Sell |
15
-1
| -6% | -$158 | ﹤0.01% | 1082 |
|
|
2025
Q1 | $2.82K | Buy |
16
+1
| +7% | +$176 | ﹤0.01% | 1042 |
|
|
2024
Q4 | $2.95K | Buy |
+15
| New | +$2.95K | ﹤0.01% | 1014 |
|
|
2023
Q3 | – | Sell |
-19
| Closed | -$4.27K | – | 1194 |
|
|
2023
Q2 | $4.27K | Hold |
19
| – | – | ﹤0.01% | 1003 |
|
|
2023
Q1 | $3.78K | Sell |
19
-32
| -63% | -$6.37K | ﹤0.01% | 934 |
|
|
2022
Q4 | $10.4K | Buy |
51
+32
| +168% | +$6.56K | ﹤0.01% | 823 |
|
|
2022
Q3 | $3.44K | Hold |
19
| – | – | ﹤0.01% | 982 |
|
|
2022
Q2 | $4.12K | Buy |
+19
| New | +$4.12K | ﹤0.01% | 1060 |
|
|
2021
Q4 | – | Sell |
-15
| Closed | -$3.59K | – | 636 |
|
|
2021
Q3 | $3.59K | Buy |
15
+12
| +400% | +$2.87K | ﹤0.01% | 801 |
|
|
2021
Q2 | $727 | Hold |
3
| – | – | ﹤0.01% | 992 |
|
|
2021
Q1 | $579 | Hold |
3
| – | – | ﹤0.01% | 1038 |
|
|
2020
Q4 | $538 | Buy |
+3
| New | +$538 | ﹤0.01% | 1136 |
|
|
2020
Q1 | – | Sell |
-274
| Closed | -$42.3K | – | 872 |
|
|
2019
Q4 | $42.3K | Buy |
+274
| New | +$42.3K | ﹤0.01% | 561 |
|