WTA
Washington Trust Advisors’s IQVIA IQV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.5M | Buy |
136,551
+107
| +0.1% | +$16.9K | 1.75% | 17 |
|
|
2025
Q1 | $24.1M | Buy |
136,444
+35
| +0% | +$6.17K | 2.14% | 13 |
|
|
2024
Q4 | $26.8M | Sell |
136,409
-3,999
| -3% | -$786K | 2.24% | 13 |
|
|
2024
Q3 | $33.3M | Buy |
140,408
+114
| +0.1% | +$27K | 2.87% | 9 |
|
|
2024
Q2 | $29.7M | Sell |
140,294
-3,029
| -2% | -$640K | 2.73% | 11 |
|
|
2024
Q1 | $36.2M | Sell |
143,323
-3,052
| -2% | -$772K | 3.32% | 8 |
|
|
2023
Q4 | $33.9M | Sell |
146,375
-1,279
| -0.9% | -$296K | 3.24% | 7 |
|
|
2023
Q3 | $29.1M | Sell |
147,654
-1,591
| -1% | -$313K | 2.98% | 7 |
|
|
2023
Q2 | $33.5M | Sell |
149,245
-950
| -0.6% | -$214K | 3.25% | 5 |
|
|
2023
Q1 | $29.9M | Sell |
150,195
-711
| -0.5% | -$141K | 3.04% | 6 |
|
|
2022
Q4 | $30.9M | Sell |
150,906
-5,397
| -3% | -$1.11M | 3.38% | 5 |
|
|
2022
Q3 | $28.3M | Sell |
156,303
-1,481
| -0.9% | -$268K | 2.65% | 9 |
|
|
2022
Q2 | $34.2M | Buy |
157,784
+1,154
| +0.7% | +$250K | 3.02% | 5 |
|
|
2022
Q1 | $36.2M | Buy |
156,630
+546
| +0.3% | +$126K | 2.57% | 9 |
|
|
2021
Q4 | $44M | Buy |
+156,084
| New | +$44M | 2.98% | 4 |
|