HHM Wealth Advisors’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 | $16.1K | Hold |
88
| – | – | ﹤0.01% | 540 |
|
|
2025
Q1 | $15.2K | Hold |
88
| – | – | ﹤0.01% | 532 |
|
|
2024
Q4 | $13.1K | Buy |
88
+26
| +42% | +$3.87K | ﹤0.01% | 559 |
|
|
2024
Q3 | $9.96K | Hold |
62
| – | – | ﹤0.01% | 563 |
|
|
2024
Q2 | $8.49K | Sell |
62
-480
| -89% | -$65.7K | ﹤0.01% | 572 |
|
|
2024
Q1 | $74.5K | Hold |
542
| – | – | 0.01% | 248 |
|
|
2023
Q4 | $69.6K | Hold |
542
| – | – | 0.01% | 245 |
|
|
2023
Q3 | $59.6K | Hold |
542
| – | – | 0.01% | 256 |
|
|
2023
Q2 | $61.3K | Hold |
542
| – | – | 0.01% | 258 |
|
|
2023
Q1 | $56.5K | Hold |
542
| – | – | 0.01% | 260 |
|
|
2022
Q4 | $55.6K | Hold |
542
| – | – | 0.01% | 234 |
|
|
2022
Q3 | $49K | Sell |
542
-774
| -59% | -$70K | 0.01% | 237 |
|
|
2022
Q2 | $124K | Hold |
1,316
| – | – | 0.03% | 173 |
|
|
2022
Q1 | $174K | Buy |
1,316
+224
| +21% | +$29.6K | 0.04% | 157 |
|
|
2021
Q4 | $149K | Hold |
1,092
| – | – | 0.04% | 171 |
|
|
2021
Q3 | $125K | Hold |
1,092
| – | – | 0.03% | 181 |
|
|
2021
Q2 | $130K | Hold |
1,092
| – | – | 0.04% | 179 |
|
|
2021
Q1 | $122K | Hold |
1,092
| – | – | 0.04% | 163 |
|
|
2020
Q4 | $126K | Sell |
1,092
-51
| -4% | -$5.89K | 0.04% | 149 |
|
|
2020
Q3 | $114K | Sell |
1,143
-98
| -8% | -$9.77K | 0.05% | 134 |
|
|
2020
Q2 | $114K | Buy |
1,241
+93
| +8% | +$8.54K | 0.05% | 122 |
|
|
2020
Q1 | $93K | Buy |
+1,148
| New | +$93K | 0.05% | 126 |
|