Willow Creek 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
Q3 | $348K | Sell |
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|
2025
Q2 | $409K | Hold |
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|
2025
Q1 | $385K | Buy |
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|
2024
Q4 | $331K | Hold |
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|
2024
Q3 | $356K | Sell |
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|
2024
Q2 | $306K | Buy |
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|
2024
Q1 | $305K | Buy |
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|
2023
Q4 | $285K | Buy |
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|
2023
Q3 | $226K | Hold |
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|
2023
Q2 | $232K | Buy |
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|
2023
Q1 | $213K | Hold |
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|
2022
Q4 | $210K | 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 | Hold |
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|
2021
Q2 | $243K | Buy |
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|
2021
Q1 | $224K | Hold |
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|
2020
Q4 | $231K | Hold |
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|
2020
Q3 | $201K | Buy |
|