Icon Wealth Advisors’s Seagate STX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $180K | Buy |
+1,247
| New | +$180K | 0.01% | 392 |
|
2024
Q2 | – | Sell |
-1,438
| Closed | -$134K | – | 492 |
|
2024
Q1 | $134K | Sell |
1,438
-101
| -7% | -$9.4K | 0.01% | 412 |
|
2023
Q4 | $131K | Buy |
+1,539
| New | +$131K | 0.01% | 384 |
|
2022
Q4 | – | Sell |
-4,169
| Closed | -$222K | – | 401 |
|
2022
Q3 | $222K | Buy |
+4,169
| New | +$222K | 0.03% | 281 |
|