HM Payson & Co’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $70.5K | Hold |
400
| – | – | ﹤0.01% | 586 |
|
|
2024
Q4 | $78.6K | Sell |
400
-1
| -0.2% | -$197 | ﹤0.01% | 572 |
|
|
2024
Q3 | $95K | Buy |
401
+1
| +0.3% | +$237 | ﹤0.01% | 527 |
|
|
2024
Q2 | $84.6K | Hold |
400
| – | – | ﹤0.01% | 525 |
|
|
2024
Q1 | $101K | Hold |
400
| – | – | ﹤0.01% | 504 |
|
|
2023
Q4 | $92.6K | Sell |
400
-8
| -2% | -$1.85K | ﹤0.01% | 503 |
|
|
2023
Q3 | $80.3K | Hold |
408
| – | – | ﹤0.01% | 507 |
|
|
2023
Q2 | $91.7K | Hold |
408
| – | – | ﹤0.01% | 493 |
|
|
2023
Q1 | $81.1K | Hold |
408
| – | – | ﹤0.01% | 501 |
|
|
2022
Q4 | $83.6K | Hold |
408
| – | – | ﹤0.01% | 488 |
|
|
2022
Q3 | $74K | Hold |
408
| – | – | ﹤0.01% | 513 |
|
|
2022
Q2 | $89K | Hold |
408
| – | – | ﹤0.01% | 485 |
|
|
2022
Q1 | $94K | Sell |
408
-13
| -3% | -$3K | ﹤0.01% | 504 |
|
|
2021
Q4 | $119K | Hold |
421
| – | – | ﹤0.01% | 470 |
|
|
2021
Q3 | $101K | Hold |
421
| – | – | ﹤0.01% | 474 |
|
|
2021
Q2 | $102K | Hold |
421
| – | – | ﹤0.01% | 477 |
|
|
2021
Q1 | $81K | Buy |
421
+8
| +2% | +$1.54K | ﹤0.01% | 519 |
|
|
2020
Q4 | $74K | Buy |
413
+13
| +3% | +$2.33K | ﹤0.01% | 530 |
|
|
2020
Q3 | $63K | Hold |
400
| – | – | ﹤0.01% | 521 |
|
|
2020
Q2 | $57K | Hold |
400
| – | – | ﹤0.01% | 502 |
|
|
2020
Q1 | $43K | Hold |
400
| – | – | ﹤0.01% | 522 |
|
|
2019
Q4 | $62K | Hold |
400
| – | – | ﹤0.01% | 548 |
|
|
2019
Q3 | $60K | Sell |
400
-105
| -21% | -$15.8K | ﹤0.01% | 557 |
|
|
2019
Q2 | $81K | Buy |
+505
| New | +$81K | ﹤0.01% | 516 |
|