Trust Company of Vermont’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.68K | Hold |
17
| – | – | ﹤0.01% | 983 |
|
|
2025
Q1 | $3K | Hold |
17
| – | – | ﹤0.01% | 905 |
|
|
2024
Q4 | $3.34K | Sell |
17
-1
| -6% | -$197 | ﹤0.01% | 905 |
|
|
2024
Q3 | $4.27K | Buy |
18
+5
| +38% | +$1.19K | ﹤0.01% | 861 |
|
|
2024
Q2 | $2.75K | Buy |
+13
| New | +$2.75K | ﹤0.01% | 788 |
|
|
2023
Q2 | – | Sell |
-120
| Closed | -$23.9K | – | 872 |
|
|
2023
Q1 | $23.9K | Hold |
120
| – | – | ﹤0.01% | 578 |
|
|
2022
Q4 | $24.6K | Sell |
120
-130
| -52% | -$26.6K | ﹤0.01% | 557 |
|
|
2022
Q3 | $45K | Buy |
+250
| New | +$45K | ﹤0.01% | 504 |
|
|
2021
Q3 | – | Sell |
-62
| Closed | -$15K | – | 513 |
|
|
2021
Q2 | $15K | Hold |
62
| – | – | ﹤0.01% | 595 |
|
|
2021
Q1 | $12K | Hold |
62
| – | – | ﹤0.01% | 613 |
|
|
2020
Q4 | $11K | Hold |
62
| – | – | ﹤0.01% | 615 |
|
|
2020
Q3 | $10K | Hold |
62
| – | – | ﹤0.01% | 605 |
|
|
2020
Q2 | $9K | Hold |
62
| – | – | ﹤0.01% | 633 |
|
|
2020
Q1 | $7K | Sell |
62
-56
| -47% | -$6.32K | ﹤0.01% | 704 |
|
|
2019
Q4 | $18K | Hold |
118
| – | – | ﹤0.01% | 624 |
|
|
2019
Q3 | $18K | Sell |
118
-30
| -20% | -$4.58K | ﹤0.01% | 638 |
|
|
2019
Q2 | $24K | Buy |
148
+92
| +164% | +$14.9K | ﹤0.01% | 598 |
|
|
2019
Q1 | $8K | Sell |
56
-20
| -26% | -$2.86K | ﹤0.01% | 742 |
|
|
2018
Q4 | $9K | Sell |
76
-60
| -44% | -$7.11K | ﹤0.01% | 751 |
|
|
2018
Q3 | $18K | Hold |
136
| – | – | ﹤0.01% | 707 |
|
|
2018
Q2 | $14K | Sell |
136
-264
| -66% | -$27.2K | ﹤0.01% | 758 |
|
|
2018
Q1 | $39K | Sell |
400
-300
| -43% | -$29.3K | ﹤0.01% | 543 |
|
|
2017
Q4 | $68K | Buy |
700
+300
| +75% | +$29.1K | 0.01% | 454 |
|
|
2017
Q3 | $38K | Hold |
400
| – | – | ﹤0.01% | 538 |
|
|
2017
Q2 | $36K | Hold |
400
| – | – | ﹤0.01% | 561 |
|
|
2017
Q1 | $32K | Hold |
400
| – | – | ﹤0.01% | 544 |
|
|
2016
Q4 | $30K | Buy |
+400
| New | +$30K | ﹤0.01% | 549 |
|