Bartlett & Co Wealth Management’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $8.93K | Buy |
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|
2025
Q2 | $2.36K | Sell |
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|
2025
Q1 | $2.82K | Buy |
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|
2024
Q4 | $2.95K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $4.27K | Hold |
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|
2023
Q1 | $3.78K | Sell |
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|
2022
Q4 | $10.4K | Buy |
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|
2022
Q3 | $3.44K | Hold |
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|
2022
Q2 | $4.12K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $3.59K | Buy |
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|
2021
Q2 | $727 | Hold |
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|
2021
Q1 | $579 | Hold |
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|
2020
Q4 | $538 | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $42.3K | Buy |
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