UMB Bank’s Icon ICLR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $312K | Buy |
2,146
+785
| +58% | +$114K | ﹤0.01% | 506 |
|
2025
Q1 | $238K | Sell |
1,361
-14
| -1% | -$2.45K | ﹤0.01% | 537 |
|
2024
Q4 | $288K | Buy |
1,375
+1,170
| +571% | +$245K | ﹤0.01% | 497 |
|
2024
Q3 | $58.9K | Sell |
205
-7
| -3% | -$2.01K | ﹤0.01% | 825 |
|
2024
Q2 | $66.5K | Sell |
212
-59
| -22% | -$18.5K | ﹤0.01% | 771 |
|
2024
Q1 | $91K | Buy |
+271
| New | +$91K | ﹤0.01% | 722 |
|
2022
Q3 | – | Sell |
-4
| Closed | -$1K | – | 1860 |
|
2022
Q2 | $1K | Sell |
4
-10
| -71% | -$2.5K | ﹤0.01% | 1836 |
|
2022
Q1 | $3K | Hold |
14
| – | – | ﹤0.01% | 1756 |
|
2021
Q4 | $4K | Buy |
+14
| New | +$4K | ﹤0.01% | 1682 |
|