M3 Advisory Group’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
$361K Sell
1,969
-36
-2% -$6.61K 0.25% 77
2025
Q1
$346K Sell
2,005
-31
-2% -$5.35K 0.27% 73
2024
Q4
$303K Sell
2,036
-2
-0.1% -$298 0.22% 97
2024
Q3
$327K Sell
2,038
-55
-3% -$8.83K 0.24% 94
2024
Q2
$287K Buy
2,093
+81
+4% +$11.1K 0.24% 102
2024
Q1
$277K Sell
2,012
-533
-21% -$73.3K 0.25% 95
2023
Q4
$327K Buy
+2,545
New +$327K 0.38% 62