SFMG Wealth 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 | $326K | Buy |
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|
2025
Q2 | $311K | Buy |
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|
2025
Q1 | $288K | Buy |
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|
2024
Q4 | $247K | Sell |
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|
2024
Q3 | $375K | Buy |
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|
2024
Q2 | $318K | Sell |
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|
2024
Q1 | $327K | Sell |
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|
2023
Q4 | $310K | Sell |
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|
2023
Q3 | $327K | Sell |
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|
2023
Q2 | $345K | Buy |
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|
2023
Q1 | $310K | Sell |
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|
2022
Q4 | $2.55M | Sell |
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|
2022
Q3 | $2.6M | Buy |
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|
2022
Q2 | $2.28M | Buy |
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|
2022
Q1 | $2.7M | Buy |
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|
2021
Q4 | $2.4M | Buy |
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|
2021
Q3 | $1.7M | Buy |
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|
2021
Q2 | $1.38M | Buy |
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|
2021
Q1 | $1.12M | Buy |
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|
2020
Q4 | $1.01M | Buy |
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|
2020
Q3 | $554K | Buy |
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|
2020
Q2 | $467K | Buy |
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