Welch & Forbes’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,001
| Closed | -$393K | – | 378 |
|
|
2024
Q4 | $393K | Sell |
2,001
-11
| -0.5% | -$2.16K | 0.01% | 302 |
|
|
2024
Q3 | $477K | Hold |
2,012
| – | – | 0.01% | 294 |
|
|
2024
Q2 | $429K | Sell |
2,012
-8
| -0.4% | -$1.7K | 0.01% | 299 |
|
|
2024
Q1 | $511K | Sell |
2,020
-592
| -23% | -$150K | 0.01% | 287 |
|
|
2023
Q4 | $604K | Hold |
2,612
| – | – | 0.01% | 264 |
|
|
2023
Q3 | $514K | Sell |
2,612
-21
| -0.8% | -$4.13K | 0.01% | 278 |
|
|
2023
Q2 | $592K | Buy |
2,633
+33
| +1% | +$7.42K | 0.01% | 271 |
|
|
2023
Q1 | $517K | Hold |
2,600
| – | – | 0.01% | 273 |
|
|
2022
Q4 | $533K | Sell |
2,600
-200
| -7% | -$41K | 0.01% | 274 |
|
|
2022
Q3 | $507K | Hold |
2,800
| – | – | 0.01% | 275 |
|
|
2022
Q2 | $608K | Hold |
2,800
| – | – | 0.01% | 263 |
|
|
2022
Q1 | $647K | Hold |
2,800
| – | – | 0.01% | 267 |
|
|
2021
Q4 | $790K | Hold |
2,800
| – | – | 0.01% | 253 |
|
|
2021
Q3 | $671K | Hold |
2,800
| – | – | 0.01% | 258 |
|
|
2021
Q2 | $678K | Buy |
+2,800
| New | +$678K | 0.01% | 262 |
|