Evermay Wealth 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
$840K Sell
2025
Q2
$945K Buy
2025
Q1
$873K Sell
2024
Q4
$756K Buy
2024
Q3
$795K Buy
2024
Q2
$662K Sell
2024
Q1
$672K Sell
2023
Q4
$633K Buy
2023
Q3
$447K Buy
2023
Q2
$451K Sell
2023
Q1
$427K Buy
2022
Q4
$383K Buy
2022
Q3
$334K Sell
2022
Q2
$350K Sell
2022
Q1
$533K Buy
2021
Q4
$498K Buy
2021
Q3
$407K Buy
2021
Q2
$406K Buy
2021
Q1
$284K Buy
2020
Q4
$242K Buy