Forvis Mazars 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
Q3 | $501K | Buy |
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|
2025
Q2 | $540K | Buy |
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|
2025
Q1 | $502K | Hold |
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|
2024
Q4 | $434K | Sell |
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|
2024
Q3 | $469K | Sell |
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|
2024
Q2 | $542K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $909K | Buy |
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|
2020
Q3 | $788K | Buy |
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|
2020
Q2 | $700K | Buy |
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|
2020
Q1 | $481K | Buy |
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|
2019
Q4 | $455K | Buy |
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|
2019
Q3 | $408K | Buy |
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|
2019
Q2 | $378K | Sell |
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|
2019
Q1 | $351K | Buy |
|