Barlow Wealth Partners’s Icon ICLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-46,359
| Closed | -$9.25M | – | 137 |
|
|
2024
Q4 | $9.25M | Sell |
46,359
-3,978
| -8% | -$793K | 1.17% | 36 |
|
|
2024
Q3 | $14.6M | Buy |
50,337
+969
| +2% | +$281K | 1.91% | 23 |
|
|
2024
Q2 | $16.4M | Buy |
49,368
+818
| +2% | +$271K | 2.27% | 15 |
|
|
2024
Q1 | $14.9M | Buy |
48,550
+1,423
| +3% | +$435K | 2.02% | 15 |
|
|
2023
Q4 | $13.3M | Buy |
+47,127
| New | +$13.3M | 1.9% | 22 |
|