United Capital Financial 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 | – | Sell |
-1,237
| Closed | -$216K | – | 1107 |
|
|
2025
Q1 | $216K | Sell |
1,237
-151
| -11% | -$26.4K | ﹤0.01% | 979 |
|
|
2024
Q4 | $291K | Sell |
1,388
-163
| -11% | -$34.2K | ﹤0.01% | 885 |
|
|
2024
Q3 | $446K | Sell |
1,551
-133
| -8% | -$38.2K | ﹤0.01% | 751 |
|
|
2024
Q2 | $528K | Sell |
1,684
-122
| -7% | -$38.2K | ﹤0.01% | 694 |
|
|
2024
Q1 | $607K | Sell |
1,806
-169
| -9% | -$56.8K | 0.01% | 681 |
|
|
2023
Q4 | $559K | Buy |
1,975
+783
| +66% | +$222K | ﹤0.01% | 694 |
|
|
2023
Q3 | $294K | Sell |
1,192
-1,498
| -56% | -$369K | ﹤0.01% | 729 |
|
|
2023
Q2 | $673K | Sell |
2,690
-509
| -16% | -$127K | ﹤0.01% | 635 |
|
|
2023
Q1 | $683K | Sell |
3,199
-1,334
| -29% | -$285K | ﹤0.01% | 662 |
|
|
2022
Q4 | $881K | Sell |
4,533
-35,971
| -89% | -$6.99M | ﹤0.01% | 640 |
|
|
2022
Q3 | $7.44M | Sell |
40,504
-4,524
| -10% | -$831K | 0.04% | 275 |
|
|
2022
Q2 | $9.76M | Buy |
45,028
+1,091
| +2% | +$236K | 0.05% | 262 |
|
|
2022
Q1 | $10.7M | Buy |
43,937
+2,491
| +6% | +$606K | 0.05% | 268 |
|
|
2021
Q4 | $12.8M | Sell |
41,446
-2,849
| -6% | -$882K | 0.06% | 254 |
|
|
2021
Q3 | $11.6M | Sell |
44,295
-373
| -0.8% | -$97.7K | 0.06% | 258 |
|
|
2021
Q2 | $9.23M | Buy |
44,668
+1,503
| +3% | +$311K | 0.05% | 285 |
|
|
2021
Q1 | $8.48M | Sell |
43,165
-1,511
| -3% | -$297K | 0.05% | 277 |
|
|
2020
Q4 | $8.71M | Sell |
44,676
-2,491
| -5% | -$486K | 0.05% | 271 |
|
|
2020
Q3 | $9.01M | Sell |
47,167
-12,027
| -20% | -$2.3M | 0.06% | 264 |
|
|
2020
Q2 | $9.97M | Sell |
59,194
-2,817
| -5% | -$475K | 0.07% | 249 |
|
|
2020
Q1 | $8.43M | Sell |
62,011
-4,247
| -6% | -$578K | 0.07% | 260 |
|
|
2019
Q4 | $11.4M | Buy |
66,258
+2,042
| +3% | +$352K | 0.07% | 290 |
|
|
2019
Q3 | $9.46M | Sell |
64,216
-7,193
| -10% | -$1.06M | 0.07% | 296 |
|
|
2019
Q2 | $11M | Buy |
71,409
+4,863
| +7% | +$749K | 0.07% | 280 |
|
|
2019
Q1 | $9.09M | Sell |
66,546
-195
| -0.3% | -$26.6K | 0.06% | 306 |
|
|
2018
Q4 | $8.62M | Sell |
66,741
-6,440
| -9% | -$832K | 0.07% | 276 |
|
|
2018
Q3 | $11.3M | Sell |
73,181
-3,217
| -4% | -$495K | 0.08% | 274 |
|
|
2018
Q2 | $10.1M | Buy |
76,398
+670
| +0.9% | +$88.8K | 0.08% | 298 |
|
|
2018
Q1 | $8.95M | Buy |
75,728
+4,962
| +7% | +$586K | 0.07% | 315 |
|
|
2017
Q4 | $7.94M | Buy |
70,766
+5,779
| +9% | +$648K | 0.06% | 331 |
|
|
2017
Q3 | $7.4M | Buy |
64,987
+2,166
| +3% | +$247K | 0.06% | 328 |
|
|
2017
Q2 | $6.14M | Buy |
62,821
+3,390
| +6% | +$331K | 0.06% | 345 |
|
|
2017
Q1 | $4.74M | Buy |
59,431
+3,496
| +6% | +$279K | 0.04% | 371 |
|
|
2016
Q4 | $4.21M | Buy |
55,935
+2,608
| +5% | +$196K | 0.04% | 400 |
|
|
2016
Q3 | $4.13M | Buy |
53,327
+5,492
| +11% | +$425K | 0.04% | 418 |
|
|
2016
Q2 | $3.35M | Buy |
47,835
+40,981
| +598% | +$2.87M | 0.03% | 445 |
|
|
2016
Q1 | $515K | Buy |
+6,854
| New | +$515K | 0.01% | 872 |
|