Boston Family Office’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $19.5M | Sell |
124,007
-10,147
| -8% | -$1.6M | 1.3% | 25 |
|
2025
Q1 | $23.7M | Sell |
134,154
-785
| -0.6% | -$138K | 1.67% | 19 |
|
2024
Q4 | $26.5M | Sell |
134,939
-1,019
| -0.7% | -$200K | 1.82% | 12 |
|
2024
Q3 | $32.2M | Sell |
135,958
-79
| -0.1% | -$18.7K | 2.18% | 8 |
|
2024
Q2 | $28.8M | Sell |
136,037
-1,056
| -0.8% | -$223K | 2.07% | 9 |
|
2024
Q1 | $34.7M | Sell |
137,093
-2,727
| -2% | -$690K | 2.49% | 6 |
|
2023
Q4 | $32.4M | Sell |
139,820
-877
| -0.6% | -$203K | 2.43% | 8 |
|
2023
Q3 | $27.7M | Buy |
140,697
+723
| +0.5% | +$142K | 2.27% | 9 |
|
2023
Q2 | $31.5M | Buy |
139,974
+9,178
| +7% | +$2.06M | 2.41% | 7 |
|
2023
Q1 | $26M | Buy |
130,796
+1,566
| +1% | +$311K | 2.08% | 8 |
|
2022
Q4 | $26.5M | Sell |
129,230
-369
| -0.3% | -$75.6K | 2.2% | 6 |
|
2022
Q3 | $23.5M | Buy |
129,599
+2,264
| +2% | +$410K | 2.09% | 8 |
|
2022
Q2 | $27.6M | Buy |
127,335
+610
| +0.5% | +$132K | 2.31% | 8 |
|
2022
Q1 | $29.3M | Sell |
126,725
-348
| -0.3% | -$80.5K | 2.08% | 9 |
|
2021
Q4 | $35.9M | Sell |
127,073
-613
| -0.5% | -$173K | 2.33% | 7 |
|
2021
Q3 | $30.6M | Buy |
127,686
+1,190
| +0.9% | +$285K | 2.22% | 7 |
|
2021
Q2 | $30.7M | Sell |
126,496
-518
| -0.4% | -$126K | 2.19% | 8 |
|
2021
Q1 | $24.6M | Buy |
127,014
+476
| +0.4% | +$92K | 1.84% | 12 |
|
2020
Q4 | $22.7M | Sell |
126,538
-35
| -0% | -$6.27K | 1.74% | 13 |
|
2020
Q3 | $20M | Buy |
126,573
+4,393
| +4% | +$692K | 1.81% | 13 |
|
2020
Q2 | $17.3M | Buy |
122,180
+1,382
| +1% | +$196K | 1.69% | 13 |
|
2020
Q1 | $13M | Buy |
120,798
+11,858
| +11% | +$1.28M | 1.54% | 15 |
|
2019
Q4 | $16.8M | Buy |
108,940
+3,930
| +4% | +$607K | 1.6% | 15 |
|
2019
Q3 | $15.7M | Buy |
105,010
+728
| +0.7% | +$109K | 1.63% | 13 |
|
2019
Q2 | $16.8M | Sell |
104,282
-1,541
| -1% | -$248K | 1.74% | 12 |
|
2019
Q1 | $15.2M | Buy |
105,823
+7,017
| +7% | +$1.01M | 1.65% | 12 |
|
2018
Q4 | $11.5M | Sell |
98,806
-39
| -0% | -$4.53K | 1.43% | 21 |
|
2018
Q3 | $12.8M | Sell |
98,845
-341
| -0.3% | -$44.2K | 1.35% | 19 |
|
2018
Q2 | $9.9M | Buy |
99,186
+6,571
| +7% | +$656K | 1.12% | 24 |
|
2018
Q1 | $9.09M | Buy |
92,615
+496
| +0.5% | +$48.7K | 1.04% | 28 |
|
2017
Q4 | $9.02M | Buy |
92,119
+3,709
| +4% | +$363K | 0.99% | 30 |
|
2017
Q3 | $8.41M | Buy |
88,410
+4,188
| +5% | +$398K | 0.95% | 32 |
|
2017
Q2 | $7.54M | Buy |
84,222
+9,053
| +12% | +$810K | 0.89% | 37 |
|
2017
Q1 | $6.05M | Buy |
75,169
+24,571
| +49% | +$1.98M | 0.74% | 46 |
|
2016
Q4 | $3.85M | Buy |
50,598
+3,262
| +7% | +$248K | 0.5% | 62 |
|
2016
Q3 | $3.84M | Sell |
47,336
-420
| -0.9% | -$34K | 0.5% | 67 |
|
2016
Q2 | $3.12M | Buy |
47,756
+12,572
| +36% | +$821K | 0.4% | 76 |
|
2016
Q1 | $2.29M | Buy |
35,184
+513
| +1% | +$33.4K | 0.3% | 96 |
|
2015
Q4 | $2.38M | Buy |
34,671
+1,344
| +4% | +$92.3K | 0.33% | 93 |
|
2015
Q3 | $2.32M | Buy |
33,327
+434
| +1% | +$30.2K | 0.32% | 93 |
|
2015
Q2 | $2.39M | Buy |
32,893
+10,710
| +48% | +$778K | 0.3% | 97 |
|
2015
Q1 | $1.49M | Buy |
22,183
+775
| +4% | +$51.9K | 0.18% | 123 |
|
2014
Q4 | $1.26M | Buy |
21,408
+152
| +0.7% | +$8.95K | 0.16% | 138 |
|
2014
Q3 | $1.19M | Buy |
21,256
+731
| +4% | +$40.8K | 0.15% | 134 |
|
2014
Q2 | $1.09M | Buy |
20,525
+8,150
| +66% | +$434K | 0.14% | 142 |
|
2014
Q1 | $628K | Buy |
+12,375
| New | +$628K | 0.08% | 184 |
|