Walter & Keenan Wealth Management’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
Q2 | $555K | Buy |
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|
2025
Q1 | $515K | Buy |
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|
2024
Q4 | $423K | Sell |
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|
2024
Q3 | $471K | Buy |
|
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|
2024
Q2 | $401K | Hold |
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|
2024
Q1 | $403K | Hold |
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|
2023
Q4 | $376K | Hold |
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|
2023
Q3 | $322K | Hold |
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|
2023
Q2 | $331K | Buy |
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|
2023
Q1 | $233K | Buy |
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|
2022
Q4 | $212K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $270K | Hold |
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|
2021
Q4 | $280K | Hold |
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|
2021
Q3 | $235K | Buy |
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|
2021
Q2 | $236K | Hold |
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|
2021
Q1 | $222K | Hold |
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|
2020
Q4 | $229K | Buy |
|