Colonial Trust Advisors’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 | $28.5K | Hold |
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|
2025
Q2 | $23.6K | Sell |
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|
2025
Q1 | $79.3K | Hold |
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|
2024
Q4 | $88.4K | Hold |
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|
2024
Q3 | $107K | Hold |
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|
2024
Q2 | $95.1K | Sell |
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|
2024
Q1 | $127K | Buy |
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|
2023
Q4 | $107K | Sell |
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|
2023
Q3 | $111K | Hold |
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|
2023
Q2 | $127K | Hold |
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|
2023
Q1 | $112K | Sell |
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|
2022
Q4 | $116K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $5.44M | Sell |
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|
2018
Q2 | $4.19M | Buy |
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|
2018
Q1 | $4.07M | Sell |
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|
2017
Q4 | $5.55M | Buy |
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|
2017
Q3 | $3.86M | Buy |
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|
2017
Q2 | $3.51M | Buy |
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|
2017
Q1 | $2.21M | Buy |
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