Moran 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 | $766K | Sell |
4,176
-556
| -12% | -$102K | 0.02% | 348 |
|
|
2025
Q1 | $816K | Sell |
4,732
-417
| -8% | -$71.9K | 0.03% | 320 |
|
|
2024
Q4 | $767K | Buy |
5,149
+120
| +2% | +$17.9K | 0.02% | 320 |
|
|
2024
Q3 | $808K | Buy |
5,029
+37
| +0.7% | +$5.94K | 0.02% | 312 |
|
|
2024
Q2 | $683K | Buy |
4,992
+1,523
| +44% | +$208K | 0.02% | 313 |
|
|
2024
Q1 | $477K | Buy |
3,469
+1,032
| +42% | +$142K | 0.02% | 326 |
|
|
2023
Q4 | $313K | Buy |
+2,437
| New | +$313K | 0.01% | 364 |
|
|
2023
Q2 | – | Sell |
-5,084
| Closed | -$530K | – | 397 |
|
|
2023
Q1 | $530K | Sell |
5,084
-37,594
| -88% | -$3.92M | 0.02% | 296 |
|
|
2022
Q4 | $4.38M | Buy |
+42,678
| New | +$4.38M | 0.17% | 165 |
|