Focus Partners Wealth’s Icon ICLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.08M | Sell |
48,696
-1,004
| -2% | -$146K | 0.02% | 572 |
|
|
2025
Q1 | $8.7M | Buy |
49,700
+8,109
| +19% | +$1.42M | 0.02% | 499 |
|
|
2024
Q4 | $8.72M | Buy |
41,591
+2,476
| +6% | +$519K | 0.02% | 491 |
|
|
2024
Q3 | $11.2M | Buy |
39,115
+397
| +1% | +$114K | 0.04% | 382 |
|
|
2024
Q2 | $12.1M | Buy |
38,718
+585
| +2% | +$183K | 0.04% | 338 |
|
|
2024
Q1 | $12.8M | Buy |
38,133
+3,064
| +9% | +$1.03M | 0.1% | 191 |
|
|
2023
Q4 | $9.93M | Buy |
+35,069
| New | +$9.93M | 0.13% | 154 |
|