Medallion Wealth Advisors’s iCoreConnect ICCT Stock Holding History

Medallion Wealth Advisors’s Portfolio ICCT Stock Details ICCT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-172	Closed	-$34	–	1116
2025 Q2	$34	Hold	172	–	–	﹤0.01%	1089
2025 Q1	$812	Hold	172	–	–	﹤0.01%	1003
2024 Q4	$430	Buy	+172	New	+$791	﹤0.01%	974

Medallion Wealth Advisors's ICCT Position: Q3 2025 in Review

Medallion Wealth Advisors sold out of iCoreConnect (ICCT) in Q3 2025, closing a stake of 172 shares — an estimated $34 sold.

Medallion Wealth Advisors first reported a position in ICCT in Q4 2024 and held it in 3 quarters. The position peaked at $812 in Q1 2025. 0 funds tracked by Wall St. Rank hold ICCT as of Q3 2025.

Medallion Wealth Advisors reported no remaining iCoreConnect position as of Q3 2025 after selling out during the quarter.
Medallion Wealth Advisors sold 172 iCoreConnect shares in Q3 2025, an estimated $34.
Medallion Wealth Advisors first reported a position in iCoreConnect in Q4 2024 and held it in 3 quarters.
Medallion Wealth Advisors's iCoreConnect position peaked at $812 in Q1 2025.
0 funds tracked by Wall St. Rank held iCoreConnect as of Q3 2025.

Based on Medallion Wealth Advisors's 13F filing for Q3 2025, filed 24 Apr 2026.