Pinnacle Wealth Planning Services’s Icon ICLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
|
|||||
|
2025
Q1 | $290K | Buy |
|
|||||
|
2024
Q4 | $320K | Buy |
|
|||||
|
2024
Q3 | $431K | Sell |
|
|||||
|
2024
Q2 | $483K | Buy |
|
|||||
|
2024
Q1 | $509K | Buy |
|
|||||
|
2023
Q4 | $427K | Buy |
|
|||||
|
2023
Q3 | $368K | Buy |
|
|||||
|
2023
Q2 | $273K | Sell |
|
|||||
|
2023
Q1 | $270K | Buy |
|
|||||
|
2022
Q4 | $242K | Buy |
|
|||||
|
2022
Q3 | $226K | Buy |
|
|||||
|
2022
Q2 | $265K | Sell |
|
|||||
|
2022
Q1 | $300K | Buy |
|
|||||
|
2021
Q4 | $382K | Buy |
|
|||||
|
2021
Q3 | $319K | Buy |
|
|||||
|
2021
Q2 | $208K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $178K | Buy |
|