Kovitz Investment Group Partners’s Icon ICLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $293K | Buy |
2,011
+289
| +17% | +$42K | ﹤0.01% | 1144 |
|
|
2025
Q1 | $301K | Sell |
1,722
-189
| -10% | -$33.1K | ﹤0.01% | 1045 |
|
|
2024
Q4 | $401K | Buy |
1,911
+1,067
| +126% | +$224K | ﹤0.01% | 955 |
|
|
2024
Q3 | $226K | Buy |
+844
| New | +$226K | ﹤0.01% | 923 |
|
|
2024
Q2 | – | Sell |
-672
| Closed | -$226K | – | 821 |
|
|
2024
Q1 | $226K | Buy |
+672
| New | +$226K | ﹤0.01% | 614 |
|