Colonial Trust’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.2K | Sell |
109
-227
| -68% | -$35.8K | ﹤0.01% | 697 |
|
|
2025
Q1 | $59.2K | Sell |
336
-159
| -32% | -$28K | 0.01% | 506 |
|
|
2024
Q4 | $97.3K | Buy |
495
+154
| +45% | +$30.3K | 0.01% | 453 |
|
|
2024
Q3 | $80.8K | Buy |
341
+62
| +22% | +$14.7K | 0.01% | 481 |
|
|
2024
Q2 | $59K | Buy |
279
+80
| +40% | +$16.9K | 0.01% | 493 |
|
|
2024
Q1 | $50.3K | Hold |
199
| – | – | 0.01% | 511 |
|
|
2023
Q4 | $46K | Hold |
199
| – | – | 0.01% | 517 |
|
|
2023
Q3 | $39.2K | Hold |
199
| – | – | 0.01% | 521 |
|
|
2023
Q2 | $44.7K | Buy |
199
+150
| +306% | +$33.7K | 0.01% | 497 |
|
|
2023
Q1 | $9.75K | Hold |
49
| – | – | ﹤0.01% | 675 |
|
|
2022
Q4 | $10K | Buy |
+49
| New | +$10K | ﹤0.01% | 674 |
|