OneDigital Investment Advisors’s Icon ICLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $708K | Sell |
4,868
-1,017
| -17% | -$148K | 0.01% | 762 |
|
|
2025
Q1 | $1.03M | Sell |
5,885
-1,243
| -17% | -$218K | 0.01% | 596 |
|
|
2024
Q4 | $1.49M | Buy |
7,128
+1,757
| +33% | +$368K | 0.02% | 504 |
|
|
2024
Q3 | $1.54M | Sell |
5,371
-157
| -3% | -$45.1K | 0.02% | 518 |
|
|
2024
Q2 | $1.73M | Buy |
5,528
+2,593
| +88% | +$813K | 0.02% | 457 |
|
|
2024
Q1 | $986K | Sell |
2,935
-624
| -18% | -$210K | 0.02% | 514 |
|
|
2023
Q4 | $1.01M | Buy |
3,559
+612
| +21% | +$173K | 0.02% | 476 |
|
|
2023
Q3 | $726K | Sell |
2,947
-19
| -0.6% | -$4.68K | 0.02% | 523 |
|
|
2023
Q2 | $742K | Buy |
2,966
+48
| +2% | +$12K | 0.02% | 494 |
|
|
2023
Q1 | $623K | Buy |
+2,918
| New | +$623K | 0.01% | 538 |
|