Lyell Wealth 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 | $471K | Hold |
2,565
| – | – | 0.04% | 151 |
|
|
2025
Q1 | $442K | Hold |
2,565
| – | – | 0.04% | 152 |
|
|
2024
Q4 | $382K | Hold |
2,565
| – | – | 0.03% | 154 |
|
|
2024
Q3 | $412K | Sell |
2,565
-175
| -6% | -$28.1K | 0.04% | 154 |
|
|
2024
Q2 | $375K | Hold |
2,740
| – | – | 0.04% | 151 |
|
|
2024
Q1 | $377K | Hold |
2,740
| – | – | 0.04% | 154 |
|
|
2023
Q4 | $352K | Buy |
+2,740
| New | +$352K | 0.04% | 153 |
|