Cypress Wealth Services’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 | $324K | Buy |
|
|||||
|
2025
Q2 | $263K | Buy |
|
|||||
|
2025
Q1 | $221K | Buy |
|
|||||
|
2024
Q4 | $244K | Buy |
|
|||||
|
2024
Q3 | $281K | Buy |
|
|||||
|
2024
Q2 | $249K | Buy |
|
|||||
|
2024
Q1 | $278K | Buy |
|
|||||
|
2023
Q4 | $242K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $200K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $305K | Buy |
|
|||||
|
2022
Q1 | $317K | Buy |
|
|||||
|
2021
Q4 | $352K | Buy |
|
|||||
|
2021
Q3 | $277K | Sell |
|
|||||
|
2021
Q2 | $332K | Sell |
|
|||||
|
2021
Q1 | $270K | Buy |
|
|||||
|
2020
Q4 | $233K | Buy |
|