HighMark Wealth Management’s Icon ICLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.31K | Sell |
9
-1
| -10% | -$145 | ﹤0.01% | 512 |
|
|
2025
Q1 | $1.75K | Hold |
10
| – | – | ﹤0.01% | 462 |
|
|
2024
Q4 | $2.1K | Hold |
10
| – | – | ﹤0.01% | 456 |
|
|
2024
Q3 | $2.87K | Hold |
10
| – | – | ﹤0.01% | 454 |
|
|
2024
Q2 | $3.14K | Sell |
10
-1
| -9% | -$314 | ﹤0.01% | 429 |
|
|
2024
Q1 | $3.7K | Sell |
11
-2
| -15% | -$672 | ﹤0.01% | 399 |
|
|
2023
Q4 | $3.68K | Hold |
13
| – | – | ﹤0.01% | 406 |
|
|
2023
Q3 | $3.2K | Sell |
13
-2
| -13% | -$492 | ﹤0.01% | 404 |
|
|
2023
Q2 | $4.25K | Hold |
15
| – | – | ﹤0.01% | 380 |
|
|
2023
Q1 | $3.2K | Buy |
15
+5
| +50% | +$1.07K | ﹤0.01% | 457 |
|
|
2022
Q4 | $1.94K | Buy |
10
+4
| +67% | +$777 | ﹤0.01% | 435 |
|
|
2022
Q3 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 479 |
|