Total shares owned by Icon Wealth Partners
Historical chart of Icon Wealth Partners investment in Total
Tip: Access up to 7 years of quarterly data
All positions including Total held by Icon Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Total by Icon Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $348k | 5.3k | 65.76 |
| 2023-06-30 | $338k | 5.9k | 57.64 |
| 2023-03-31 | $356k | 6.0k | 59.05 |
| 2022-06-30 | $365k | 6.9k | 52.64 |
| 2022-03-31 | $294k | 5.8k | 50.58 |
| 2021-12-31 | $751k | 15k | 49.48 |
| 2021-09-30 | $704k | 15k | 47.90 |
| 2021-06-30 | $636k | 14k | 45.27 |
| 2019-06-30 | $327k | 5.9k | 55.82 |
| 2019-03-31 | $303k | 5.4k | 55.74 |
| 2018-12-31 | $268k | 5.1k | 52.19 |
| 2018-09-30 | $353k | 5.5k | 64.40 |
| 2018-06-30 | $500k | 8.3k | 60.57 |
| 2018-03-31 | $583k | 10k | 58.49 |
| 2017-12-31 | $633k | 12k | 55.25 |