Choate Investment Advisors’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,022
| Closed | -$201K | – | 408 |
|
|
2024
Q4 | $201K | Buy |
1,022
+102
| +11% | +$20K | ﹤0.01% | 388 |
|
|
2024
Q3 | $218K | Buy |
+920
| New | +$218K | 0.01% | 360 |
|
|
2016
Q1 | – | Sell |
-9,505
| Closed | -$560K | – | 266 |
|
|
2015
Q4 | $560K | Buy |
+9,505
| New | +$560K | 0.04% | 162 |
|
|
2015
Q1 | – | Sell |
-9,505
| Closed | -$560K | – | 267 |
|
|
2014
Q4 | $560K | Sell |
9,505
-2,415
| -20% | -$142K | 0.03% | 163 |
|
|
2014
Q3 | $665K | Buy |
+11,920
| New | +$665K | 0.04% | 151 |
|