IWA
Icon Wealth Advisors’s CCC Intelligent Solutions CCCS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $140K | Buy |
+14,832
| New | +$140K | 0.01% | 433 |
|
|
2025
Q1 | – | Sell |
-14,816
| Closed | -$174K | – | 482 |
|
|
2024
Q4 | $174K | Sell |
14,816
-29
| -0.2% | -$340 | 0.01% | 398 |
|
|
2024
Q3 | $164K | Sell |
14,845
-5,605
| -27% | -$61.9K | 0.01% | 392 |
|
|
2024
Q2 | $210K | Sell |
20,450
-2,505
| -11% | -$25.7K | 0.02% | 324 |
|
|
2024
Q1 | $275K | Sell |
22,955
-1,826
| -7% | -$21.8K | 0.03% | 295 |
|
|
2023
Q4 | $282K | Buy |
+24,781
| New | +$282K | 0.03% | 270 |
|