IWA
Icon Wealth Advisors’s Alcon ALC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,115
| Closed | -$106K | – | 512 |
|
|
2025
Q1 | $106K | Sell |
1,115
-909
| -45% | -$86.3K | 0.01% | 470 |
|
|
2024
Q4 | $172K | Sell |
2,024
-782
| -28% | -$66.4K | 0.01% | 401 |
|
|
2024
Q3 | $281K | Sell |
2,806
-923
| -25% | -$92.4K | 0.02% | 303 |
|
|
2024
Q2 | $351K | Buy |
3,729
+774
| +26% | +$72.8K | 0.03% | 259 |
|
|
2024
Q1 | $246K | Sell |
2,955
-28
| -0.9% | -$2.33K | 0.02% | 310 |
|
|
2023
Q4 | $233K | Buy |
+2,983
| New | +$233K | 0.02% | 304 |
|
|
2022
Q4 | $219K | Sell |
3,197
-530
| -14% | -$36.3K | 0.03% | 296 |
|
|
2022
Q3 | $217K | Buy |
+3,727
| New | +$217K | 0.03% | 284 |
|