Avantax Advisory Services’s Icon ICLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $254K | Sell |
1,747
-6,197
| -78% | -$901K | ﹤0.01% | 2044 |
|
|
2025
Q1 | $1.39M | Sell |
7,944
-1,373
| -15% | -$240K | 0.01% | 928 |
|
|
2024
Q4 | $1.95M | Buy |
9,317
+1,362
| +17% | +$286K | 0.01% | 718 |
|
|
2024
Q3 | $2.29M | Buy |
7,955
+480
| +6% | +$138K | 0.02% | 638 |
|
|
2024
Q2 | $2.34M | Buy |
7,475
+6,080
| +436% | +$1.91M | 0.02% | 599 |
|
|
2024
Q1 | $468K | Buy |
1,395
+37
| +3% | +$12.4K | ﹤0.01% | 1073 |
|
|
2023
Q4 | $384K | Buy |
1,358
+17
| +1% | +$4.81K | ﹤0.01% | 1109 |
|
|
2023
Q3 | $330K | Buy |
1,341
+5
| +0.4% | +$1.23K | ﹤0.01% | 1141 |
|
|
2023
Q2 | $334K | Sell |
1,336
-27
| -2% | -$6.76K | ﹤0.01% | 1130 |
|
|
2023
Q1 | $291K | Buy |
1,363
+41
| +3% | +$8.76K | ﹤0.01% | 1169 |
|
|
2022
Q4 | $257K | Hold |
1,322
| – | – | ﹤0.01% | 1187 |
|
|
2022
Q3 | $243K | Buy |
1,322
+61
| +5% | +$11.2K | ﹤0.01% | 1108 |
|
|
2022
Q2 | $273K | Hold |
1,261
| – | – | ﹤0.01% | 1053 |
|
|
2022
Q1 | $306K | Sell |
1,261
-2,532
| -67% | -$614K | ﹤0.01% | 988 |
|
|
2021
Q4 | $1.18M | Buy |
3,793
+2,505
| +194% | +$776K | 0.02% | 485 |
|
|
2021
Q3 | $337K | Hold |
1,288
| – | – | 0.01% | 873 |
|
|
2021
Q2 | $267K | Hold |
1,288
| – | – | ﹤0.01% | 955 |
|
|
2021
Q1 | $252K | Sell |
1,288
-100
| -7% | -$19.6K | 0.01% | 881 |
|
|
2020
Q4 | $270K | Sell |
1,388
-371
| -21% | -$72.2K | 0.01% | 768 |
|
|
2020
Q3 | $335K | Buy |
1,759
+371
| +27% | +$70.7K | 0.01% | 972 |
|
|
2020
Q2 | $234K | Buy |
+1,388
| New | +$234K | 0.01% | 729 |
|
|
2020
Q1 | – | Sell |
-1,470
| Closed | -$253K | – | 845 |
|
|
2019
Q4 | $253K | Buy |
1,470
+79
| +6% | +$13.6K | 0.01% | 689 |
|
|
2019
Q3 | $205K | Hold |
1,391
| – | – | 0.01% | 537 |
|
|
2019
Q2 | $214K | Buy |
+1,391
| New | +$214K | 0.01% | 473 |
|