LWAM
Legacy Wealth Asset Management’s Icon ICLR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $354K | Buy |
2,431
+147
| +6% | +$21.4K | 0.09% | 293 |
|
|
2025
Q1 | $400K | Buy |
2,284
+81
| +4% | +$14.2K | 0.11% | 264 |
|
|
2024
Q4 | $462K | Buy |
2,203
+11
| +0.5% | +$2.31K | 0.13% | 249 |
|
|
2024
Q3 | $630K | Sell |
2,192
-14
| -0.6% | -$4.02K | 0.17% | 196 |
|
|
2024
Q2 | $692K | Buy |
2,206
+10
| +0.5% | +$3.14K | 0.2% | 144 |
|
|
2024
Q1 | $738K | Buy |
2,196
+3
| +0.1% | +$1.01K | 0.21% | 139 |
|
|
2023
Q4 | $621K | Sell |
2,193
-6
| -0.3% | -$1.7K | 0.2% | 164 |
|
|
2023
Q3 | $542K | Sell |
2,199
-695
| -24% | -$171K | 0.2% | 178 |
|
|
2023
Q2 | $724K | Buy |
2,894
+29
| +1% | +$7.26K | 0.25% | 119 |
|
|
2023
Q1 | $612K | Buy |
2,865
+765
| +36% | +$163K | 0.22% | 151 |
|
|
2022
Q4 | $408K | Buy |
2,100
+479
| +30% | +$93K | 0.16% | 244 |
|
|
2022
Q3 | $298K | Sell |
1,621
-4,886
| -75% | -$898K | 0.13% | 263 |
|
|
2022
Q2 | $1.41M | Buy |
6,507
+393
| +6% | +$85.2K | 0.57% | 32 |
|
|
2022
Q1 | $1.49M | Buy |
6,114
+974
| +19% | +$237K | 0.53% | 42 |
|
|
2021
Q4 | $1.59M | Buy |
5,140
+1,809
| +54% | +$560K | 0.54% | 27 |
|
|
2021
Q3 | $873K | Buy |
3,331
+1,103
| +50% | +$289K | 0.4% | 92 |
|
|
2021
Q2 | $461K | Buy |
2,228
+27
| +1% | +$5.59K | 0.2% | 183 |
|
|
2021
Q1 | $432K | Buy |
2,201
+67
| +3% | +$13.2K | 0.2% | 192 |
|
|
2020
Q4 | $416K | Buy |
+2,134
| New | +$416K | 0.21% | 185 |
|