Loring Wolcott & Coolidge Fiduciary Advisors’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 | $1.15M | Buy |
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|
2025
Q1 | $790K | Sell |
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|
2024
Q4 | $1.13M | Sell |
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|
2024
Q3 | $3.22M | Buy |
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|
2024
Q2 | $1.52M | Sell |
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|
2024
Q1 | $1.61M | Sell |
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|
2023
Q4 | $1.91M | Sell |
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|
2023
Q3 | $3.17M | Sell |
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|
2023
Q2 | $21.4M | Sell |
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|
2023
Q1 | $32.9M | Sell |
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|
2022
Q4 | $63.8M | Sell |
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|
2022
Q3 | $62.5M | Sell |
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|
2022
Q2 | $76.2M | Sell |
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|
2022
Q1 | $82.5M | Buy |
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|
2021
Q4 | $99M | Buy |
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|
2021
Q3 | $79.9M | Buy |
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|
2021
Q2 | $72.9M | Buy |
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|
2021
Q1 | $49.6M | Buy |
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|
2020
Q4 | $43.3M | Buy |
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|
2020
Q3 | $37M | Buy |
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|
2020
Q2 | $31.1M | Buy |
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|
2020
Q1 | $23.2M | Buy |
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|
2019
Q4 | $370K | Buy |
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|
2019
Q3 | $38K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $4K | Hold |
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|
2017
Q3 | $4K | Buy |
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