Cumberland Partners’s IQVIA IQV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$311K Hold
2025
Q2
$258K Sell
2025
Q1
$302K Sell
2024
Q4
$346K Buy
2024
Q3
$393K Buy
2024
Q2
$337K Sell
2024
Q1
$453K Hold
2023
Q4
$352K Hold
2023
Q3
$352K Sell
2023
Q2
$1.58M Hold
2023
Q1
$1.4M Buy
2022
Q4
$615K Sell
2022
Q3
$770K Hold
2022
Q2
$922K Buy
2022
Q1
$694K Buy
2020
Q2
Sell
2020
Q1
$324K Sell
2019
Q4
$541K Buy
2019
Q3
$448K Hold
2019
Q2
$483K Buy