United Capital Financial 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 | $2.96M | Buy |
16,150
+1,750
| +12% | +$321K | 0.02% | 363 |
|
|
2025
Q1 | $2.48M | Buy |
14,400
+605
| +4% | +$104K | 0.02% | 381 |
|
|
2024
Q4 | $2.06M | Sell |
13,795
-835
| -6% | -$124K | 0.02% | 409 |
|
|
2024
Q3 | $2.35M | Buy |
14,630
+103
| +0.7% | +$16.5K | 0.02% | 382 |
|
|
2024
Q2 | $1.99M | Buy |
14,527
+33
| +0.2% | +$4.52K | 0.02% | 404 |
|
|
2024
Q1 | $1.99M | Buy |
14,494
+177
| +1% | +$24.3K | 0.02% | 428 |
|
|
2023
Q4 | $1.84M | Buy |
14,317
+5,541
| +63% | +$712K | 0.02% | 426 |
|
|
2023
Q3 | $966K | Sell |
8,776
-3,932
| -31% | -$433K | 0.01% | 523 |
|
|
2023
Q2 | $1.44M | Sell |
12,708
-1,803
| -12% | -$204K | 0.01% | 487 |
|
|
2023
Q1 | $1.51M | Sell |
14,511
-2,976
| -17% | -$310K | 0.01% | 495 |
|
|
2022
Q4 | $1.79M | Sell |
17,487
-1,772
| -9% | -$182K | 0.01% | 501 |
|
|
2022
Q3 | $1.74M | Sell |
19,259
-612
| -3% | -$55.3K | 0.01% | 499 |
|
|
2022
Q2 | $1.87M | Buy |
19,871
+399
| +2% | +$37.5K | 0.01% | 507 |
|
|
2022
Q1 | $2.57M | Sell |
19,472
-589
| -3% | -$77.8K | 0.01% | 470 |
|
|
2021
Q4 | $2.74M | Buy |
20,061
+11
| +0.1% | +$1.51K | 0.01% | 474 |
|
|
2021
Q3 | $2.3M | Buy |
20,050
+1,649
| +9% | +$189K | 0.01% | 499 |
|
|
2021
Q2 | $2.18M | Sell |
18,401
-848
| -4% | -$101K | 0.01% | 517 |
|
|
2021
Q1 | $2.15M | Buy |
19,249
+546
| +3% | +$61K | 0.01% | 493 |
|
|
2020
Q4 | $2.16M | Buy |
18,703
+161
| +0.9% | +$18.6K | 0.01% | 490 |
|
|
2020
Q3 | $1.86M | Buy |
18,542
+370
| +2% | +$37K | 0.01% | 517 |
|
|
2020
Q2 | $1.67M | Buy |
18,172
+2,363
| +15% | +$217K | 0.01% | 553 |
|
|
2020
Q1 | $1.28M | Sell |
15,809
-7,474
| -32% | -$604K | 0.01% | 577 |
|
|
2019
Q4 | $2.16M | Buy |
23,283
+5,396
| +30% | +$499K | 0.01% | 592 |
|
|
2019
Q3 | $1.65M | Sell |
17,887
-6,209
| -26% | -$573K | 0.01% | 622 |
|
|
2019
Q2 | $2.07M | Sell |
24,096
-1,745
| -7% | -$150K | 0.01% | 611 |
|
|
2019
Q1 | $1.93M | Sell |
25,841
-4,590
| -15% | -$343K | 0.01% | 593 |
|
|
2018
Q4 | $2.29M | Sell |
30,431
-986
| -3% | -$74.3K | 0.02% | 533 |
|
|
2018
Q3 | $2.35M | Buy |
31,417
+1,317
| +4% | +$98.6K | 0.02% | 570 |
|
|
2018
Q2 | $2.21M | Buy |
30,100
+258
| +0.9% | +$19K | 0.02% | 573 |
|
|
2018
Q1 | $2.16M | Sell |
29,842
-4,046
| -12% | -$293K | 0.02% | 571 |
|
|
2017
Q4 | $2.39M | Buy |
33,888
+2,992
| +10% | +$211K | 0.02% | 551 |
|
|
2017
Q3 | $2.12M | Buy |
30,896
+423
| +1% | +$29.1K | 0.02% | 556 |
|
|
2017
Q2 | $2.01M | Sell |
30,473
-6,611
| -18% | -$436K | 0.02% | 571 |
|
|
2017
Q1 | $2.22M | Buy |
37,084
+10,971
| +42% | +$657K | 0.02% | 540 |
|
|
2016
Q4 | $1.47M | Buy |
26,113
+1,803
| +7% | +$102K | 0.01% | 632 |
|
|
2016
Q3 | $1.31M | Sell |
24,310
-1,310
| -5% | -$70.6K | 0.01% | 707 |
|
|
2016
Q2 | $1.31M | Sell |
25,620
-35,815
| -58% | -$1.83M | 0.01% | 656 |
|
|
2016
Q1 | $2.89M | Sell |
61,435
-18,400
| -23% | -$865K | 0.03% | 452 |
|
|
2015
Q4 | $4.09M | Sell |
79,835
-5,115
| -6% | -$262K | 0.05% | 370 |
|
|
2015
Q3 | $3.99M | Buy |
84,950
+62,305
| +275% | +$2.93M | 0.05% | 370 |
|
|
2015
Q2 | $1.01M | Sell |
22,645
-1,315
| -5% | -$58.8K | 0.01% | 721 |
|
|
2015
Q1 | $1.08M | Sell |
23,960
-2,485
| -9% | -$112K | 0.01% | 705 |
|
|
2014
Q4 | $1.16M | Sell |
26,445
-30,455
| -54% | -$1.34M | 0.02% | 612 |
|
|
2014
Q3 | $2.22M | Buy |
56,900
+1,850
| +3% | +$72.2K | 0.04% | 419 |
|
|
2014
Q2 | $2.08M | Buy |
55,050
+29,095
| +112% | +$1.1M | 0.04% | 407 |
|
|
2014
Q1 | $1.03M | Buy |
+25,955
| New | +$1.03M | 0.02% | 487 |
|