Arkadios Wealth Advisors’s Icon ICLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.48M | Buy |
10,182
+2,354
| +30% | +$342K | 0.04% | 423 |
|
|
2025
Q1 | $1.37M | Buy |
7,828
+6,666
| +574% | +$1.17M | 0.05% | 372 |
|
|
2024
Q4 | $244K | Sell |
1,162
-131
| -10% | -$27.5K | 0.01% | 799 |
|
|
2024
Q3 | $371K | Buy |
1,293
+62
| +5% | +$17.8K | 0.02% | 643 |
|
|
2024
Q2 | $386K | Buy |
1,231
+497
| +68% | +$156K | 0.03% | 552 |
|
|
2024
Q1 | $247K | Buy |
+734
| New | +$247K | 0.02% | 595 |
|
|
2021
Q4 | – | Sell |
-216
| Closed | -$56K | – | 1120 |
|
|
2021
Q3 | $56K | Buy |
216
+20
| +10% | +$5.19K | 0.01% | 841 |
|
|
2021
Q2 | $40K | Buy |
196
+101
| +106% | +$20.6K | ﹤0.01% | 998 |
|
|
2021
Q1 | $18K | Buy |
95
+81
| +579% | +$15.3K | ﹤0.01% | 1004 |
|
|
2020
Q4 | $2K | Sell |
14
-7
| -33% | -$1K | ﹤0.01% | 1254 |
|
|
2020
Q3 | $4.28K | Buy |
+21
| New | +$4.28K | ﹤0.01% | 868 |
|