Wetzel Investment 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 | $263K | Sell |
1,436
-285
| -17% | -$52.3K | 0.12% | 101 |
|
|
2025
Q1 | $297K | Sell |
1,721
-152
| -8% | -$26.2K | 0.15% | 98 |
|
|
2024
Q4 | $279K | Sell |
1,873
-36
| -2% | -$5.37K | 0.14% | 102 |
|
|
2024
Q3 | $307K | Buy |
1,909
+270
| +16% | +$43.4K | 0.15% | 92 |
|
|
2024
Q2 | $225K | Sell |
1,639
-331
| -17% | -$45.5K | 0.13% | 107 |
|
|
2024
Q1 | $258K | Sell |
1,970
-12
| -0.6% | -$1.57K | 0.15% | 94 |
|
|
2023
Q4 | $255K | Buy |
+1,982
| New | +$255K | 0.16% | 94 |
|