MGWM
Marks Group Wealth Management’s Icon ICLR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.12M | Buy |
55,838
+9,527
| +21% | +$1.39M | 0.76% | 67 |
|
|
2025
Q1 | $8.1M | Buy |
46,311
+14,184
| +44% | +$2.48M | 0.78% | 56 |
|
|
2024
Q4 | $6.74M | Buy |
32,127
+548
| +2% | +$115K | 0.66% | 70 |
|
|
2024
Q3 | $9.07M | Buy |
31,579
+3,542
| +13% | +$1.02M | 0.87% | 40 |
|
|
2024
Q2 | $8.79M | Sell |
28,037
-682
| -2% | -$214K | 0.93% | 22 |
|
|
2024
Q1 | $9.65M | Sell |
28,719
-533
| -2% | -$179K | 1.01% | 21 |
|
|
2023
Q4 | $8.28M | Sell |
29,252
-426
| -1% | -$121K | 0.94% | 21 |
|
|
2023
Q3 | $7.31M | Sell |
29,678
-435
| -1% | -$107K | 0.9% | 28 |
|
|
2023
Q2 | $7.53M | Sell |
30,113
-1,371
| -4% | -$343K | 0.9% | 30 |
|
|
2023
Q1 | $6.72M | Sell |
31,484
-1,208
| -4% | -$258K | 0.86% | 39 |
|
|
2022
Q4 | $6.35M | Buy |
32,692
+176
| +0.5% | +$34.2K | 0.87% | 42 |
|
|
2022
Q3 | $5.98M | Sell |
32,516
-433
| -1% | -$79.6K | 0.91% | 32 |
|
|
2022
Q2 | $7.14M | Buy |
32,949
+2,818
| +9% | +$611K | 1.03% | 12 |
|
|
2022
Q1 | $7.33M | Buy |
30,131
+2,733
| +10% | +$665K | 0.92% | 21 |
|
|
2021
Q4 | $8.49M | Sell |
27,398
-777
| -3% | -$241K | 1.03% | 14 |
|
|
2021
Q3 | $7.39M | Buy |
28,175
+1,191
| +4% | +$312K | 1% | 16 |
|
|
2021
Q2 | $5.59M | Buy |
26,984
+306
| +1% | +$63.4K | 0.77% | 53 |
|
|
2021
Q1 | $5.25M | Buy |
26,678
+712
| +3% | +$140K | 0.78% | 57 |
|
|
2020
Q4 | $5.06M | Sell |
25,966
-258
| -1% | -$50.3K | 0.79% | 48 |
|
|
2020
Q3 | $5.01M | Sell |
26,224
-411
| -2% | -$78.5K | 0.91% | 23 |
|
|
2020
Q2 | $4.49M | Sell |
26,635
-274
| -1% | -$46.2K | 0.91% | 26 |
|
|
2020
Q1 | $3.65M | Sell |
26,909
-2,291
| -8% | -$311K | 0.94% | 41 |
|
|
2019
Q4 | $5.03M | Buy |
+29,200
| New | +$5.03M | 0.99% | 15 |
|