Frank Rimerman 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 | – | Sell |
-1,223
| Closed | -$214K | – | 588 |
|
|
2025
Q1 | $214K | Sell |
1,223
-24
| -2% | -$4.2K | 0.02% | 486 |
|
|
2024
Q4 | $262K | Buy |
1,247
+24
| +2% | +$5.03K | 0.02% | 446 |
|
|
2024
Q3 | $351K | Sell |
1,223
-2
| -0.2% | -$575 | 0.02% | 392 |
|
|
2024
Q2 | $384K | Buy |
1,225
+1,223
| +61,150% | +$383K | 0.03% | 403 |
|
|
2024
Q1 | $672 | Hold |
2
| – | – | ﹤0.01% | 329 |
|
|
2023
Q4 | $566 | Buy |
+2
| New | +$566 | ﹤0.01% | 312 |
|