Wellspring 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 | $298K | Buy |
1,622
+103
| +7% | +$18.9K | 0.03% | 112 |
|
|
2025
Q1 | $262K | Sell |
1,519
-340
| -18% | -$58.7K | 0.03% | 108 |
|
|
2024
Q4 | $277K | Buy |
1,859
+20
| +1% | +$2.98K | 0.03% | 103 |
|
|
2024
Q3 | $295K | Buy |
1,839
+169
| +10% | +$27.2K | 0.04% | 113 |
|
|
2024
Q2 | $229K | Buy |
1,670
+33
| +2% | +$4.52K | 0.03% | 128 |
|
|
2024
Q1 | $225K | Buy |
1,637
+1
| +0.1% | +$137 | 0.04% | 117 |
|
|
2023
Q4 | $210K | Buy |
+1,636
| New | +$210K | 0.05% | 121 |
|