Rothschild Investment LLC’s IQVIA IQV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$42.4K Buy
269
+124
+86% +$19.5K ﹤0.01% 817
2025
Q1
$25.6K Buy
145
+24
+20% +$4.23K ﹤0.01% 934
2024
Q4
$23.8K Sell
121
-63
-34% -$12.4K ﹤0.01% 959
2024
Q3
$43.6K Sell
184
-16
-8% -$3.79K ﹤0.01% 809
2024
Q2
$42.3K Buy
200
+37
+23% +$7.82K ﹤0.01% 783
2024
Q1
$41.2K Buy
163
+4
+3% +$1.01K ﹤0.01% 766
2023
Q4
$36.8K Buy
+159
New +$36.8K ﹤0.01% 722
2017
Q1
Sell
-5,629
Closed -$428K 490
2016
Q4
$428K Buy
+5,629
New +$428K 0.05% 288