Personal CFO Solutions’s Icon ICLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,014
| Closed | -$877K | – | 499 |
|
|
2025
Q1 | $877K | Sell |
5,014
-378
| -7% | -$66.1K | 0.18% | 118 |
|
|
2024
Q4 | $1.13M | Sell |
5,392
-155
| -3% | -$32.5K | 0.22% | 93 |
|
|
2024
Q3 | $1.59M | Buy |
5,547
+15
| +0.3% | +$4.31K | 0.22% | 84 |
|
|
2024
Q2 | $1.73M | Sell |
5,532
-31
| -0.6% | -$9.72K | 0.27% | 69 |
|
|
2024
Q1 | $1.87M | Sell |
5,563
-194
| -3% | -$65.2K | 0.29% | 70 |
|
|
2023
Q4 | $1.63M | Sell |
5,757
-282
| -5% | -$79.8K | 0.28% | 66 |
|
|
2023
Q3 | $1.49M | Buy |
6,039
+622
| +11% | +$153K | 0.29% | 67 |
|
|
2023
Q2 | $1.36M | Buy |
5,417
+130
| +2% | +$32.5K | 0.28% | 73 |
|
|
2023
Q1 | $1.13M | Buy |
5,287
+304
| +6% | +$64.9K | 0.23% | 82 |
|
|
2022
Q4 | $968K | Sell |
4,983
-1,530
| -23% | -$297K | 0.2% | 93 |
|
|
2022
Q3 | $1.2M | Buy |
6,513
+150
| +2% | +$27.6K | 0.3% | 62 |
|
|
2022
Q2 | $1.38M | Sell |
6,363
-200
| -3% | -$43.3K | 0.32% | 54 |
|
|
2022
Q1 | $1.6M | Sell |
6,563
-269
| -4% | -$65.4K | 0.31% | 53 |
|
|
2021
Q4 | $2.12M | Buy |
6,832
+927
| +16% | +$287K | 0.4% | 48 |
|
|
2021
Q3 | $1.55M | Buy |
5,905
+3,385
| +134% | +$887K | 0.32% | 59 |
|
|
2021
Q2 | $521K | Sell |
2,520
-108
| -4% | -$22.3K | 0.11% | 181 |
|
|
2021
Q1 | $516K | Sell |
2,628
-1,120
| -30% | -$220K | 0.11% | 166 |
|
|
2020
Q4 | $731K | Buy |
3,748
+35
| +0.9% | +$6.83K | 0.18% | 110 |
|
|
2020
Q3 | $1K | Buy |
3,713
+83
| +2% | +$22 | 0.33% | 83 |
|
|
2020
Q2 | $612K | Sell |
3,630
-47
| -1% | -$7.92K | 0.18% | 108 |
|
|
2020
Q1 | $500K | Sell |
3,677
-111
| -3% | -$15.1K | 0.18% | 119 |
|
|
2019
Q4 | $652K | Buy |
3,788
+97
| +3% | +$16.7K | 0.19% | 112 |
|
|
2019
Q3 | $544K | Buy |
+3,691
| New | +$544K | 0.22% | 112 |
|