Douglass Winthrop Advisors’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $211K | Sell |
1,337
-459,226
| -100% | -$72.4M | ﹤0.01% | 273 |
|
2025
Q1 | $81.2M | Sell |
460,563
-10,970
| -2% | -$1.93M | 1.54% | 31 |
|
2024
Q4 | $92.7M | Buy |
471,533
+33,455
| +8% | +$6.57M | 1.8% | 24 |
|
2024
Q3 | $104M | Buy |
438,078
+1,076
| +0.2% | +$255K | 1.98% | 23 |
|
2024
Q2 | $92.4M | Buy |
437,002
+9,141
| +2% | +$1.93M | 1.89% | 24 |
|
2024
Q1 | $108M | Buy |
427,861
+7,483
| +2% | +$1.89M | 2.23% | 19 |
|
2023
Q4 | $97.3M | Sell |
420,378
-2,686
| -0.6% | -$621K | 2.17% | 23 |
|
2023
Q3 | $83.2M | Buy |
423,064
+2,023
| +0.5% | +$398K | 2.06% | 22 |
|
2023
Q2 | $94.6M | Buy |
421,041
+99,476
| +31% | +$22.4M | 2.26% | 18 |
|
2023
Q1 | $64M | Buy |
321,565
+66,720
| +26% | +$13.3M | 1.66% | 28 |
|
2022
Q4 | $52.2M | Buy |
+254,845
| New | +$52.2M | 1.43% | 29 |
|