HM Payson & Co’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 | $38K | Hold |
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|
2025
Q2 | $31.5K | Sell |
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|
2025
Q1 | $70.5K | Hold |
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|
2024
Q4 | $78.6K | Sell |
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|
2024
Q3 | $95K | Buy |
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|
2024
Q2 | $84.6K | Hold |
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|
2024
Q1 | $101K | Hold |
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|
2023
Q4 | $92.6K | Sell |
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|
2023
Q3 | $80.3K | Hold |
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|
2023
Q2 | $91.7K | Hold |
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|
2023
Q1 | $81.1K | Hold |
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|
2022
Q4 | $83.6K | Hold |
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|
2022
Q3 | $74K | Hold |
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|
2022
Q2 | $89K | Hold |
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|
2022
Q1 | $94K | Sell |
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|
2021
Q4 | $119K | Hold |
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|
2021
Q3 | $101K | Hold |
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|
2021
Q2 | $102K | Hold |
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|
2021
Q1 | $81K | Buy |
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|
2020
Q4 | $74K | Buy |
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|
2020
Q3 | $63K | Hold |
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|
2020
Q2 | $57K | Hold |
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|
2020
Q1 | $43K | Hold |
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|
2019
Q4 | $62K | Hold |
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|
2019
Q3 | $60K | Sell |
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|
2019
Q2 | $81K | Buy |
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