Confluence Wealth Services’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
Q2 | $1.12M | Buy |
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|
2025
Q1 | $974K | Buy |
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|
2024
Q4 | $934K | Buy |
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|
2024
Q3 | $908K | Buy |
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|
2024
Q2 | $322K | Sell |
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|
2024
Q1 | $368K | Buy |
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|
2023
Q4 | $296K | Sell |
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|
2023
Q3 | $294K | Buy |
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|
2023
Q2 | $252K | Buy |
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|
2023
Q1 | $231K | Buy |
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|
2022
Q4 | $223K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $282K | Buy |
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|
2022
Q1 | $313K | Buy |
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|
2021
Q4 | $323K | Buy |
|