Heritage Wealth Management »

Icon shares owned by Heritage Wealth Management

Quarter-by-quarter ownership of Icon (ICLR) shares owned by Heritage Wealth Management from 13F filings

Historical chart of Heritage Wealth Management investment in Icon

Tip: Access up to 7 years of quarterly data

All positions including Icon held by Heritage Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Icon by Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2022-12-31 $1.3M 6.5k 194.25
2022-09-30 $491k 2.7k 183.83
2022-06-30 $594k 2.7k 216.70
2022-03-31 $587k 2.4k 243.06