Icon shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of Icon (ICLR) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello Wealth Management investment in Icon
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Quarterly reported holdings in Icon by Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $407k | 2.3k | 175.00 |
| 2025-06-30 | $339k | 2.3k | 145.45 |
| 2025-03-31 | $414k | 2.4k | 174.99 |
| 2024-12-31 | $488k | 2.3k | 209.71 |
| 2024-09-30 | $669k | 2.3k | 287.31 |
| 2024-06-30 | $729k | 2.3k | 313.47 |
| 2024-03-31 | $782k | 2.3k | 335.95 |
| 2023-12-31 | $367k | 1.3k | 283.07 |
| 2023-09-30 | $319k | 1.3k | 246.25 |
| 2023-06-30 | $300k | 1.2k | 250.20 |
| 2023-03-31 | $233k | 1.2k | 194.25 |
| 2022-12-31 | $233k | 1.2k | 194.25 |
| 2022-09-30 | $220k | 1.2k | 183.64 |
| 2022-06-30 | $260k | 1.2k | 217.03 |
| 2022-03-31 | $291k | 1.2k | 242.90 |
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