Caldwell Investment Management’s Intercontinental Exchange ICE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$16.8M Hold
2025
Q2
$18.3M Hold
2025
Q1
$17.4M Hold
2024
Q4
$14.9M Hold
2024
Q3
$15.9M Hold
2024
Q2
$13.7M Hold
2024
Q1
$13.7M Hold
2023
Q4
$12.9M Hold
2023
Q3
$10.9M Hold
2023
Q2
$11.2M Hold
2023
Q1
$10.4M Hold
2022
Q4
$10.3M Hold
2022
Q3
$9.09M Hold
2022
Q2
$9.4M Sell
2022
Q1
$14.7M Hold
2021
Q4
$15.1M Buy