Crestwood Advisors Group’s IQVIA IQV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$17.7M Sell
2025
Q1
$23.1M Buy
2024
Q4
$18.7M Sell
2024
Q3
$40.8M Buy
2024
Q2
$33.9M Buy