Icon Wealth Advisors’s Icon ICLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $163K | Buy |
+1,124
| New | +$163K | 0.01% | 408 |
|
|
2025
Q1 | – | Sell |
-1,400
| Closed | -$294K | – | 506 |
|
|
2024
Q4 | $294K | Sell |
1,400
-9
| -0.6% | -$1.89K | 0.02% | 303 |
|
|
2024
Q3 | $405K | Buy |
1,409
+34
| +2% | +$9.77K | 0.03% | 240 |
|
|
2024
Q2 | $452K | Buy |
+1,375
| New | +$452K | 0.04% | 222 |
|
|
2022
Q4 | $319K | Sell |
1,644
-417
| -20% | -$81K | 0.04% | 242 |
|
|
2022
Q3 | $379K | Buy |
+2,061
| New | +$379K | 0.05% | 210 |
|