Icon Wealth Advisors’s Permian Resources PR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.86M | Buy |
136,579
+2,692
| +2% | +$36.7K | 0.13% | 125 |
|
2025
Q1 | $1.85M | Sell |
133,887
-38
| -0% | -$526 | 0.15% | 108 |
|
2024
Q4 | $1.93M | Buy |
133,925
+3,045
| +2% | +$43.8K | 0.16% | 98 |
|
2024
Q3 | $1.78M | Buy |
130,880
+1,349
| +1% | +$18.4K | 0.15% | 102 |
|
2024
Q2 | $1.99M | Buy |
129,531
+3,445
| +3% | +$52.8K | 0.18% | 92 |
|
2024
Q1 | $2.23M | Buy |
126,086
+1,486
| +1% | +$26.2K | 0.21% | 92 |
|
2023
Q4 | $1.69M | Buy |
+124,600
| New | +$1.69M | 0.18% | 98 |
|