Cypress Wealth Services’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $263K | Buy |
1,666
+410
| +33% | +$64.6K | 0.05% | 256 |
|
|
2025
Q1 | $221K | Buy |
1,256
+13
| +1% | +$2.29K | 0.04% | 257 |
|
|
2024
Q4 | $244K | Buy |
1,243
+57
| +5% | +$11.2K | 0.05% | 240 |
|
|
2024
Q3 | $281K | Buy |
1,186
+6
| +0.5% | +$1.42K | 0.06% | 213 |
|
|
2024
Q2 | $249K | Buy |
1,180
+79
| +7% | +$16.7K | 0.06% | 219 |
|
|
2024
Q1 | $278K | Buy |
1,101
+55
| +5% | +$13.9K | 0.06% | 204 |
|
|
2023
Q4 | $242K | Buy |
+1,046
| New | +$242K | 0.06% | 208 |
|
|
2023
Q3 | – | Sell |
-905
| Closed | -$200K | – | 251 |
|
|
2023
Q2 | $200K | Buy |
+905
| New | +$200K | 0.05% | 235 |
|
|
2022
Q3 | – | Sell |
-1,407
| Closed | -$305K | – | 236 |
|
|
2022
Q2 | $305K | Buy |
1,407
+35
| +3% | +$7.59K | 0.1% | 173 |
|
|
2022
Q1 | $317K | Buy |
1,372
+125
| +10% | +$28.9K | 0.09% | 175 |
|
|
2021
Q4 | $352K | Buy |
1,247
+92
| +8% | +$26K | 0.1% | 154 |
|
|
2021
Q3 | $277K | Sell |
1,155
-217
| -16% | -$52K | 0.08% | 181 |
|
|
2021
Q2 | $332K | Sell |
1,372
-24
| -2% | -$5.81K | 0.09% | 185 |
|
|
2021
Q1 | $270K | Buy |
1,396
+93
| +7% | +$18K | 0.06% | 237 |
|
|
2020
Q4 | $233K | Buy |
+1,303
| New | +$233K | 0.05% | 247 |
|