Baron Wealth Management’s Intercontinental Exchange ICE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $362K | Buy |
1,976
+80
| +4% | +$14.7K | 0.13% | 122 |
|
|
2025
Q1 | $327K | Buy |
1,896
+216
| +13% | +$37.3K | 0.14% | 118 |
|
|
2024
Q4 | $250K | Buy |
1,680
+13
| +0.8% | +$1.94K | 0.12% | 143 |
|
|
2024
Q3 | $268K | Buy |
1,667
+102
| +7% | +$16.4K | 0.13% | 139 |
|
|
2024
Q2 | $214K | Sell |
1,565
-351
| -18% | -$48.1K | 0.11% | 159 |
|
|
2024
Q1 | $263K | Sell |
1,916
-4
| -0.2% | -$550 | 0.14% | 136 |
|
|
2023
Q4 | $247K | Sell |
1,920
-216
| -10% | -$27.7K | 0.14% | 139 |
|
|
2023
Q3 | $235K | Buy |
2,136
+29
| +1% | +$3.19K | 0.15% | 118 |
|
|
2023
Q2 | $238K | Sell |
2,107
-67
| -3% | -$7.58K | 0.15% | 117 |
|
|
2023
Q1 | $227K | Buy |
2,174
+16
| +0.7% | +$1.67K | 0.16% | 115 |
|
|
2022
Q4 | $221K | Buy |
+2,158
| New | +$221K | 0.17% | 117 |
|