Sanibel Captiva Trust Company’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $423K | Sell |
2,685
-630
| -19% | -$99.3K | 0.01% | 305 |
|
|
2025
Q1 | $584K | Sell |
3,315
-940
| -22% | -$166K | 0.02% | 254 |
|
|
2024
Q4 | $836K | Sell |
4,255
-2,912
| -41% | -$572K | 0.03% | 236 |
|
|
2024
Q3 | $1.7M | Sell |
7,167
-1,505
| -17% | -$357K | 0.05% | 179 |
|
|
2024
Q2 | $1.83M | Sell |
8,672
-376
| -4% | -$79.5K | 0.06% | 168 |
|
|
2024
Q1 | $2.29M | Sell |
9,048
-158
| -2% | -$40K | 0.08% | 142 |
|
|
2023
Q4 | $2.13M | Buy |
+9,206
| New | +$2.13M | 0.08% | 142 |
|