Icon Wealth Partners, LLC
- SEC CIK
- 0001718732
- Latest filing
- Nov 14, 2023
EXPD holding history
Expeditors International of Washington Inc in every 13F filed by Icon Wealth Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
EXPD overviewAll 13F holders of EXPDFull Q3 2023 holdings
- Shares (Q3 2023)
- 1,171
- Value
- $134.2K
- % of portfolio
- <0.1%
- Quarters held
- 4
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2023 | 1,171 | $134.2K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2023 | 1,171 | $141.8K | <0.1% | +32+2.8% | Added | Holders |
| Q1 2023 | 1,139 | $125.4K | <0.1% | – | No prior filing | Holders |
| Q3 2021 | 0 | $0 | 0.0% | −1,694−100.0% | Sold out | Holders |
| Q2 2021 | 1,694 | $214.0K | <0.1% | +1,694 | New | Holders |