Moneta Group Investment Advisors’s Intercontinental Exchange ICE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $636K | Sell |
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|
2025
Q2 | $720K | Sell |
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|
2025
Q1 | $681K | Buy |
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|
2024
Q4 | $545K | Sell |
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|
2024
Q3 | $708K | Sell |
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|
2024
Q2 | $676K | Buy |
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|
2024
Q1 | $389K | Sell |
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|
2023
Q4 | $399K | Buy |
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|
2023
Q3 | $312K | Buy |
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|
2023
Q2 | $301K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $264K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $201K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $41K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $0 | Buy |
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