Congress 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 | $381K | Buy |
2,078
+425
| +26% | +$78K | ﹤0.01% | 1006 |
|
|
2025
Q1 | $286K | Buy |
+1,653
| New | +$286K | ﹤0.01% | 947 |
|
|
2024
Q1 | – | Sell |
-1,635
| Closed | -$210K | – | 604 |
|
|
2023
Q4 | $210K | Buy |
+1,635
| New | +$210K | ﹤0.01% | 590 |
|
|
2022
Q2 | – | Sell |
-3,035
| Closed | -$401K | – | 582 |
|
|
2022
Q1 | $401K | Sell |
3,035
-256
| -8% | -$33.8K | 0.01% | 472 |
|
|
2021
Q4 | $450K | Buy |
+3,291
| New | +$450K | 0.01% | 478 |
|