Cornerstone Planning Group’s Icon ICLR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.33K Sell
8
-75
-90% -$12.5K ﹤0.01% 1048
2025
Q1
$11.9K Buy
83
+59
+246% +$8.44K ﹤0.01% 524
2024
Q4
$4.85K Buy
24
+5
+26% +$1.01K ﹤0.01% 588
2024
Q3
$4.42K Sell
19
-12
-39% -$2.79K ﹤0.01% 589
2024
Q2
$9.63K Buy
31
+11
+55% +$3.42K ﹤0.01% 442
2024
Q1
$6.18K Buy
20
+3
+18% +$927 ﹤0.01% 490
2023
Q4
$4.81K Hold
17
﹤0.01% 528
2023
Q3
$4.19K Sell
17
-3
-15% -$739 ﹤0.01% 551
2023
Q2
$5K Buy
+20
New +$5K ﹤0.01% 892
2022
Q4
$10.8K Buy
+47
New +$10.8K ﹤0.01% 613