Marks Group 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 | $21.5M | Sell |
117,434
-2,143
| -2% | -$393K | 2% | 2 |
|
|
2025
Q1 | $20.6M | Buy |
119,577
+15,282
| +15% | +$2.64M | 1.98% | 4 |
|
|
2024
Q4 | $15.5M | Sell |
104,295
-606
| -0.6% | -$90.3K | 1.53% | 7 |
|
|
2024
Q3 | $16.9M | Sell |
104,901
-2,787
| -3% | -$448K | 1.61% | 5 |
|
|
2024
Q2 | $14.7M | Buy |
107,688
+20
| +0% | +$2.74K | 1.55% | 7 |
|
|
2024
Q1 | $14.8M | Buy |
107,668
+632
| +0.6% | +$86.9K | 1.55% | 6 |
|
|
2023
Q4 | $13.7M | Buy |
107,036
+988
| +0.9% | +$127K | 1.57% | 6 |
|
|
2023
Q3 | $11.7M | Sell |
106,048
-441
| -0.4% | -$48.5K | 1.44% | 8 |
|
|
2023
Q2 | $12M | Buy |
106,489
+737
| +0.7% | +$83.3K | 1.43% | 7 |
|
|
2023
Q1 | $11M | Buy |
105,752
+1,018
| +1% | +$106K | 1.41% | 7 |
|
|
2022
Q4 | $10.7M | Buy |
104,734
+8,432
| +9% | +$865K | 1.47% | 6 |
|
|
2022
Q3 | $8.7M | Buy |
96,302
+12,189
| +14% | +$1.1M | 1.32% | 5 |
|
|
2022
Q2 | $7.91M | Buy |
84,113
+11,291
| +16% | +$1.06M | 1.14% | 9 |
|
|
2022
Q1 | $9.62M | Buy |
72,822
+5,187
| +8% | +$685K | 1.21% | 9 |
|
|
2021
Q4 | $9.25M | Sell |
67,635
-964
| -1% | -$132K | 1.13% | 11 |
|
|
2021
Q3 | $7.87M | Buy |
68,599
+500
| +0.7% | +$57.3K | 1.06% | 12 |
|
|
2021
Q2 | $8.09M | Buy |
68,099
+9,273
| +16% | +$1.1M | 1.11% | 11 |
|
|
2021
Q1 | $6.55M | Buy |
58,826
+304
| +0.5% | +$33.9K | 0.97% | 17 |
|
|
2020
Q4 | $6.75M | Buy |
58,522
+1,063
| +2% | +$123K | 1.05% | 13 |
|
|
2020
Q3 | $5.75M | Buy |
57,459
+1,159
| +2% | +$116K | 1.04% | 11 |
|
|
2020
Q2 | $5.15M | Sell |
56,300
-201
| -0.4% | -$18.4K | 1.05% | 9 |
|
|
2020
Q1 | $4.57M | Sell |
56,501
-3,633
| -6% | -$294K | 1.18% | 8 |
|
|
2019
Q4 | $5.57M | Buy |
+60,134
| New | +$5.57M | 1.09% | 7 |
|