Beaumont Financial Advisors’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
$565K Sell
3,080
-432
-12% -$79.3K 0.04% 207
2025
Q1
$606K Buy
3,512
+972
+38% +$168K 0.05% 201
2024
Q4
$378K Buy
+2,540
New +$378K 0.03% 258