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 |
|