Beaird Harris 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 | $121K | Buy |
661
+11
| +2% | +$2.02K | 0.01% | 163 |
|
2025
Q1 | $112K | Sell |
650
-54
| -8% | -$9.32K | 0.01% | 158 |
|
2024
Q4 | $105K | Hold |
704
| – | – | 0.01% | 171 |
|
2024
Q3 | $113K | Hold |
704
| – | – | 0.01% | 166 |
|
2024
Q2 | $96.4K | Sell |
704
-5
| -0.7% | -$684 | 0.01% | 166 |
|
2024
Q1 | $97.4K | Hold |
709
| – | – | 0.01% | 157 |
|
2023
Q4 | $91.1K | Buy |
709
+59
| +9% | +$7.58K | 0.01% | 149 |
|
2023
Q3 | $71.5K | Hold |
650
| – | – | 0.01% | 144 |
|
2023
Q2 | $73.5K | Hold |
650
| – | – | 0.01% | 147 |
|
2023
Q1 | $67.8K | Sell |
650
-82
| -11% | -$8.55K | 0.01% | 151 |
|
2022
Q4 | $75.1K | Buy |
732
+82
| +13% | +$8.41K | 0.01% | 156 |
|
2022
Q3 | $59K | Hold |
650
| – | – | 0.01% | 154 |
|
2022
Q2 | $61K | Sell |
650
-61
| -9% | -$5.73K | 0.02% | 125 |
|
2022
Q1 | $94K | Buy |
711
+21
| +3% | +$2.78K | 0.03% | 139 |
|
2021
Q4 | $94K | Buy |
+690
| New | +$94K | 0.03% | 176 |
|