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