GeoWealth 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 | $413K | Buy |
2,253
+944
| +72% | +$173K | 0.02% | 448 |
|
|
2025
Q1 | $226K | Sell |
1,309
-748
| -36% | -$129K | 0.01% | 624 |
|
|
2024
Q4 | $307K | Sell |
2,057
-405
| -16% | -$60.3K | 0.01% | 617 |
|
|
2024
Q3 | $395K | Sell |
2,462
-205
| -8% | -$32.9K | 0.01% | 523 |
|
|
2024
Q2 | $365K | Buy |
2,667
+713
| +36% | +$97.6K | 0.02% | 520 |
|
|
2024
Q1 | $269K | Buy |
+1,954
| New | +$269K | 0.01% | 602 |
|