IWA
Icon Wealth Advisors’s Bio-Techne TECH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,873
| Closed | -$110K | – | 535 |
|
|
2025
Q1 | $110K | Sell |
1,873
-1,842
| -50% | -$108K | 0.01% | 462 |
|
|
2024
Q4 | $268K | Sell |
3,715
-328
| -8% | -$23.6K | 0.02% | 320 |
|
|
2024
Q3 | $323K | Sell |
4,043
-1,931
| -32% | -$154K | 0.03% | 283 |
|
|
2024
Q2 | $487K | Sell |
5,974
-1,355
| -18% | -$111K | 0.04% | 212 |
|
|
2024
Q1 | $516K | Sell |
7,329
-530
| -7% | -$37.3K | 0.05% | 205 |
|
|
2023
Q4 | $606K | Buy |
+7,859
| New | +$606K | 0.06% | 169 |
|
|
2022
Q4 | $865K | Buy |
10,433
+7,647
| +274% | +$634K | 0.1% | 146 |
|
|
2022
Q3 | $791K | Buy |
+2,786
| New | +$791K | 0.1% | 154 |
|