PWMAG
Pinnacle Wealth Management Advisory Group’s Icon ICLR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,059
| Closed | -$222K | – | 372 |
|
|
2024
Q4 | $222K | Hold |
1,059
| – | – | 0.02% | 330 |
|
|
2024
Q3 | $304K | Hold |
1,059
| – | – | 0.03% | 279 |
|
|
2024
Q2 | $332K | Hold |
1,059
| – | – | 0.03% | 253 |
|
|
2024
Q1 | $356K | Hold |
1,059
| – | – | 0.04% | 231 |
|
|
2023
Q4 | $300K | Hold |
1,059
| – | – | 0.04% | 248 |
|
|
2023
Q3 | $261K | Sell |
1,059
-2
| -0.2% | -$493 | 0.03% | 257 |
|
|
2023
Q2 | $265K | Buy |
1,061
+2
| +0.2% | +$500 | 0.03% | 262 |
|
|
2023
Q1 | $226K | Buy |
1,059
+13
| +1% | +$2.78K | 0.03% | 278 |
|
|
2022
Q4 | $203K | Buy |
+1,046
| New | +$203K | 0.03% | 277 |
|
|
2022
Q3 | – | Sell |
-1,000
| Closed | -$217K | – | 283 |
|
|
2022
Q2 | $217K | Hold |
1,000
| – | – | 0.04% | 264 |
|
|
2022
Q1 | $243K | Hold |
1,000
| – | – | 0.04% | 247 |
|
|
2021
Q4 | $310K | Hold |
1,000
| – | – | 0.05% | 210 |
|
|
2021
Q3 | $262K | Hold |
1,000
| – | – | 0.06% | 191 |
|
|
2021
Q2 | $207K | Buy |
+1,000
| New | +$207K | 0.05% | 212 |
|