Icon Wealth Advisors’s Allstate ALL Stock Holding History

Icon Wealth Advisors’s Portfolio ALL Stock Details ALL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$351K	Sell
2025 Q2	$412K	Sell
2025 Q1	$483K	Sell
2024 Q4	$452K	Hold
2024 Q3	$444K	Buy
2024 Q2	$291K	Sell
2024 Q1	$343K	Buy
2022 Q4	$249K	Sell
2022 Q3	$229K	Buy