Cumberland Partners’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $258K | Sell |
1,637
-77
| -4% | -$12.1K | 0.02% | 165 |
|
|
2025
Q1 | $302K | Sell |
1,714
-45
| -3% | -$7.93K | 0.02% | 161 |
|
|
2024
Q4 | $346K | Buy |
1,759
+99
| +6% | +$19.5K | 0.02% | 152 |
|
|
2024
Q3 | $393K | Buy |
1,660
+65
| +4% | +$15.4K | 0.03% | 158 |
|
|
2024
Q2 | $337K | Sell |
1,595
-195
| -11% | -$41.2K | 0.02% | 160 |
|
|
2024
Q1 | $453K | Hold |
1,790
| – | – | 0.03% | 166 |
|
|
2023
Q4 | $352K | Hold |
1,790
| – | – | 0.03% | 166 |
|
|
2023
Q3 | $352K | Sell |
1,790
-5,250
| -75% | -$1.03M | 0.03% | 158 |
|
|
2023
Q2 | $1.58M | Hold |
7,040
| – | – | 0.15% | 101 |
|
|
2023
Q1 | $1.4M | Buy |
7,040
+4,040
| +135% | +$804K | 0.14% | 96 |
|
|
2022
Q4 | $615K | Sell |
3,000
-1,250
| -29% | -$256K | 0.06% | 129 |
|
|
2022
Q3 | $770K | Hold |
4,250
| – | – | 0.08% | 118 |
|
|
2022
Q2 | $922K | Buy |
4,250
+1,250
| +42% | +$271K | 0.09% | 109 |
|
|
2022
Q1 | $694K | Buy |
+3,000
| New | +$694K | 0.05% | 130 |
|
|
2020
Q2 | – | Sell |
-3,000
| Closed | -$324K | – | 164 |
|
|
2020
Q1 | $324K | Sell |
3,000
-500
| -14% | -$54K | 0.04% | 142 |
|
|
2019
Q4 | $541K | Buy |
3,500
+500
| +17% | +$77.3K | 0.05% | 135 |
|
|
2019
Q3 | $448K | Hold |
3,000
| – | – | 0.04% | 136 |
|
|
2019
Q2 | $483K | Buy |
+3,000
| New | +$483K | 0.05% | 139 |
|