Cutter & Co Brokerage’s IQVIA IQV Stock Holding History

Cutter & Co Brokerage’s Portfolio IQV Stock Details IQV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,574	Closed	-$277K	–	81
2025 Q1	$277K	Sell	1,574 -64	-4%	-$11.3K	0.07%	136
2024 Q4	$322K	Hold	1,638	–	–	0.08%	129
2024 Q3	$388K	Hold	1,638	–	–	0.09%	118
2024 Q2	$346K	Hold	1,638	–	–	0.08%	129
2024 Q1	$414K	Sell	1,638 -115	-7%	-$29.1K	0.1%	110
2023 Q4	$406K	Sell	1,753 -345	-16%	-$79.8K	0.11%	109
2023 Q3	$413K	Hold	2,098	–	–	0.12%	101
2023 Q2	$472K	Hold	2,098	–	–	0.14%	98
2023 Q1	$417K	Sell	2,098 -25	-1%	-$4.97K	0.13%	111
2022 Q4	$435K	Hold	2,123	–	–	0.15%	105
2022 Q3	$385K	Buy	2,123 +25	+1%	+$4.53K	0.14%	117
2022 Q2	$455K	Hold	2,098	–	–	0.16%	114
2022 Q1	$485K	Sell	2,098 -1,582	-43%	-$366K	0.14%	118
2021 Q4	$1.04M	Hold	3,680	–	–	0.28%	83
2021 Q3	$882K	Buy	3,680 +56	+2%	+$13.4K	0.21%	107
2021 Q2	$878K	Sell	3,624 -43	-1%	-$10.4K	0.2%	104
2021 Q1	$708K	Sell	3,667 -50	-1%	-$9.65K	0.17%	120
2020 Q4	$666K	Buy	3,717 +89	+2%	+$15.9K	0.17%	123
2020 Q3	$572K	Sell	3,628 -35	-1%	-$5.52K	0.17%	118
2020 Q2	$520K	Sell	3,663 -65	-2%	-$9.23K	0.17%	118
2020 Q1	$402K	Buy	3,728 +65	+2%	+$7.01K	0.15%	122
2019 Q4	$566K	Sell	3,663 -2,317	-39%	-$358K	0.2%	106
2019 Q3	$893K	Hold	5,980	–	–	0.29%	89
2019 Q2	$962K	Hold	5,980	–	–	0.3%	83
2019 Q1	$860K	Sell	5,980 -175	-3%	-$25.2K	0.24%	85
2018 Q4	$715K	Buy	6,155 +175	+3%	+$20.3K	0.27%	92
2018 Q3	$776K	Buy	5,980 +2,075	+53%	+$269K	0.26%	93
2018 Q2	$390K	Buy	3,905 +49	+1%	+$4.89K	0.15%	147
2018 Q1	$378K	Buy	3,856 +80	+2%	+$7.84K	0.15%	144
2017 Q4	$370K	Buy	3,776 +161	+4%	+$15.8K	0.15%	135
2017 Q3	$344K	Sell	3,615 -190	-5%	-$18.1K	0.14%	155
2017 Q2	$341K	Buy	3,805 +152	+4%	+$13.6K	0.13%	164
2017 Q1	$294K	Hold	3,653	–	–	0.12%	173
2016 Q4	$278K	Buy	+3,653	New	+$278K	0.12%	168