Moss Adams Wealth Advisors’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 | $1.36M | Buy |
7,407
+209
| +3% | +$38.3K | 0.12% | 58 |
|
|
2025
Q1 | $1.24M | Buy |
7,198
+310
| +5% | +$53.5K | 0.13% | 55 |
|
|
2024
Q4 | $1.03M | Sell |
6,888
-9
| -0.1% | -$1.34K | 0.11% | 60 |
|
|
2024
Q3 | $1.11M | Buy |
6,897
+223
| +3% | +$35.8K | 0.12% | 52 |
|
|
2024
Q2 | $914K | Buy |
6,674
+205
| +3% | +$28.1K | 0.13% | 51 |
|
|
2024
Q1 | $889K | Buy |
6,469
+2,355
| +57% | +$324K | 0.14% | 50 |
|
|
2023
Q4 | $528K | Buy |
4,114
+220
| +6% | +$28.3K | 0.11% | 54 |
|
|
2023
Q3 | $428K | Buy |
3,894
+19
| +0.5% | +$2.09K | 0.15% | 47 |
|
|
2023
Q2 | $438K | Sell |
3,875
-136
| -3% | -$15.4K | 0.14% | 48 |
|
|
2023
Q1 | $418K | Buy |
4,011
+89
| +2% | +$9.28K | 0.14% | 50 |
|
|
2022
Q4 | $402K | Buy |
+3,922
| New | +$402K | 0.2% | 61 |
|