WhitTier 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 | $8.62M | Buy |
54,680
+1,076
| +2% | +$170K | 0.2% | 103 |
|
|
2025
Q1 | $9.45M | Buy |
53,604
+1,990
| +4% | +$351K | 0.24% | 92 |
|
|
2024
Q4 | $10.1M | Buy |
51,614
+2,432
| +5% | +$478K | 0.25% | 88 |
|
|
2024
Q3 | $11.7M | Buy |
49,182
+1,026
| +2% | +$243K | 0.3% | 78 |
|
|
2024
Q2 | $10.2M | Buy |
48,156
+702
| +1% | +$148K | 0.28% | 78 |
|
|
2024
Q1 | $12M | Buy |
47,454
+13,124
| +38% | +$3.32M | 0.34% | 72 |
|
|
2023
Q4 | $7.94M | Buy |
34,330
+127
| +0.4% | +$29.4K | 0.25% | 94 |
|
|
2023
Q3 | $6.73M | Buy |
34,203
+58
| +0.2% | +$11.4K | 0.24% | 96 |
|
|
2023
Q2 | $7.67M | Buy |
34,145
+34
| +0.1% | +$7.64K | 0.26% | 89 |
|
|
2023
Q1 | $6.78M | Buy |
34,111
+1,158
| +4% | +$230K | 0.25% | 94 |
|
|
2022
Q4 | $6.75M | Buy |
32,953
+473
| +1% | +$96.9K | 0.27% | 89 |
|
|
2022
Q3 | $5.88M | Buy |
32,480
+1,606
| +5% | +$291K | 0.25% | 97 |
|
|
2022
Q2 | $6.7M | Buy |
30,874
+2,217
| +8% | +$481K | 0.28% | 87 |
|
|
2022
Q1 | $6.63M | Buy |
28,657
+3,515
| +14% | +$813K | 0.24% | 101 |
|
|
2021
Q4 | $7.09M | Buy |
25,142
+1,895
| +8% | +$535K | 0.26% | 91 |
|
|
2021
Q3 | $5.57M | Buy |
23,247
+1,104
| +5% | +$264K | 0.23% | 108 |
|
|
2021
Q2 | $5.37M | Sell |
22,143
-306
| -1% | -$74.2K | 0.22% | 105 |
|
|
2021
Q1 | $4.34M | Buy |
22,449
+1,458
| +7% | +$282K | 0.19% | 114 |
|
|
2020
Q4 | $3.76M | Buy |
20,991
+853
| +4% | +$153K | 0.19% | 119 |
|
|
2020
Q3 | $3.17M | Buy |
20,138
+327
| +2% | +$51.5K | 0.18% | 117 |
|
|
2020
Q2 | $2.81M | Buy |
19,811
+1,485
| +8% | +$211K | 0.18% | 120 |
|
|
2020
Q1 | $1.98M | Buy |
18,326
+2,129
| +13% | +$230K | 0.15% | 134 |
|
|
2019
Q4 | $2.5M | Buy |
16,197
+1,525
| +10% | +$236K | 0.16% | 128 |
|
|
2019
Q3 | $2.19M | Buy |
14,672
+2,697
| +23% | +$403K | 0.15% | 130 |
|
|
2019
Q2 | $1.93M | Buy |
11,975
+721
| +6% | +$116K | 0.14% | 142 |
|
|
2019
Q1 | $1.62M | Buy |
11,254
+2,570
| +30% | +$370K | 0.12% | 154 |
|
|
2018
Q4 | $1.01M | Buy |
8,684
+529
| +6% | +$61.5K | 0.08% | 182 |
|
|
2018
Q3 | $1.06M | Buy |
+8,155
| New | +$1.06M | 0.08% | 185 |
|