CAG
Crestwood Advisors Group’s IQVIA IQV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.7M | Sell |
112,612
-18,425
| -14% | -$2.9M | 0.32% | 78 |
|
|
2025
Q1 | $23.1M | Buy |
131,037
+35,721
| +37% | +$6.3M | 0.44% | 67 |
|
|
2024
Q4 | $18.7M | Sell |
95,316
-76,979
| -45% | -$15.1M | 0.35% | 72 |
|
|
2024
Q3 | $40.8M | Buy |
172,295
+12,050
| +8% | +$2.86M | 0.78% | 42 |
|
|
2024
Q2 | $33.9M | Buy |
+160,245
| New | +$33.9M | 0.7% | 46 |
|