Icon Wealth Advisors’s Icon ICLR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$166K	Sell
2025 Q2	$163K	Buy
2025 Q1	–	Sell
2024 Q4	$294K	Sell
2024 Q3	$405K	Buy
2024 Q2	$452K	Buy
2022 Q4	$319K	Sell
2022 Q3	$379K	Buy