EP Wealth Advisors’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 | $2.98M | Buy |
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|
2025
Q1 | $1.22M | Buy |
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|
2024
Q4 | $1.01M | Sell |
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|
2024
Q3 | $1.11M | Buy |
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|
2024
Q2 | $912K | Buy |
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|
2024
Q1 | $839K | Buy |
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|
2023
Q4 | $752K | Sell |
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|
2023
Q3 | $650K | Buy |
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|
2023
Q2 | $678K | Sell |
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|
2023
Q1 | $488K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $212K | Buy |
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|
2022
Q1 | $266K | Sell |
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|
2021
Q4 | $312K | Buy |
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|
2021
Q3 | $226K | Buy |
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|
2021
Q2 | $205K | Sell |
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|
2021
Q1 | $232K | Buy |
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