WANY
Wealthspire Advisors (New York)’s ICU Medical ICUI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $385K | Buy |
2,914
+297
| +11% | +$39.2K | ﹤0.01% | 605 |
|
|
2025
Q1 | $363K | Sell |
2,617
-43
| -2% | -$5.97K | ﹤0.01% | 592 |
|
|
2024
Q4 | $413K | Buy |
2,660
+160
| +6% | +$24.8K | ﹤0.01% | 568 |
|
|
2024
Q3 | $456K | Hold |
2,500
| – | – | ﹤0.01% | 511 |
|
|
2024
Q2 | $297K | Hold |
2,500
| – | – | ﹤0.01% | 544 |
|
|
2024
Q1 | $268K | Hold |
2,500
| – | – | ﹤0.01% | 539 |
|
|
2023
Q4 | $249K | Sell |
2,500
-9
| -0.4% | -$898 | ﹤0.01% | 567 |
|
|
2023
Q3 | $299K | Hold |
2,509
| – | – | ﹤0.01% | 485 |
|
|
2023
Q2 | $447K | Hold |
2,509
| – | – | 0.01% | 385 |
|
|
2023
Q1 | $414K | Sell |
2,509
-81
| -3% | -$13.4K | 0.01% | 382 |
|
|
2022
Q4 | $408K | Buy |
2,590
+90
| +4% | +$14.2K | 0.01% | 405 |
|
|
2022
Q3 | $376K | Hold |
2,500
| – | – | 0.01% | 381 |
|
|
2022
Q2 | $411K | Hold |
2,500
| – | – | 0.01% | 345 |
|
|
2022
Q1 | $557K | Sell |
2,500
-23
| -0.9% | -$5.12K | 0.01% | 260 |
|
|
2021
Q4 | $599K | Sell |
2,523
-4
| -0.2% | -$950 | 0.01% | 297 |
|
|
2021
Q3 | $590K | Buy |
+2,527
| New | +$590K | 0.01% | 324 |
|
|
2021
Q2 | – | Sell |
-2,605
| Closed | -$535K | – | 508 |
|
|
2021
Q1 | $535K | Buy |
+2,605
| New | +$535K | 0.01% | 378 |
|