Icon Wealth Advisors’s Broadridge BR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$845K	Buy	3,477 +1,599	+85%	+$389K	0.06%	188
2025 Q1	$455K	Sell	1,878 -6	-0.3%	-$1.46K	0.04%	226
2024 Q4	$426K	Hold	1,884	–	–	0.04%	235
2024 Q3	$405K	Hold	1,884	–	–	0.03%	239
2024 Q2	$403K	Buy	+1,884	New	+$403K	0.04%	239