YHB 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 | $226K | Hold |
1,232
| – | – | 0.02% | 289 |
|
|
2025
Q1 | $213K | Buy |
+1,232
| New | +$213K | 0.02% | 283 |
|
|
2023
Q4 | – | Sell |
-2,356
| Closed | -$259K | – | 270 |
|
|
2023
Q3 | $259K | Hold |
2,356
| – | – | 0.02% | 237 |
|
|
2023
Q2 | $266K | Hold |
2,356
| – | – | 0.02% | 240 |
|
|
2023
Q1 | $246K | Hold |
2,356
| – | – | 0.02% | 250 |
|
|
2022
Q4 | $242K | Hold |
2,356
| – | – | 0.03% | 256 |
|
|
2022
Q3 | $213K | Hold |
2,356
| – | – | 0.02% | 266 |
|
|
2022
Q2 | $222K | Hold |
2,356
| – | – | 0.02% | 260 |
|
|
2022
Q1 | $311K | Hold |
2,356
| – | – | 0.03% | 238 |
|
|
2021
Q4 | $322K | Sell |
2,356
-12
| -0.5% | -$1.64K | 0.03% | 252 |
|
|
2021
Q3 | $272K | Sell |
2,368
-6
| -0.3% | -$689 | 0.02% | 262 |
|
|
2021
Q2 | $282K | Hold |
2,374
| – | – | 0.02% | 255 |
|
|
2021
Q1 | $287K | Hold |
2,374
| – | – | 0.02% | 243 |
|
|
2020
Q4 | $274K | Buy |
2,374
+32
| +1% | +$3.69K | 0.03% | 241 |
|
|
2020
Q3 | $234K | Buy |
+2,342
| New | +$234K | 0.03% | 236 |
|
|
2017
Q2 | – | Sell |
-3,495
| Closed | -$210K | – | 183 |
|
|
2017
Q1 | $210K | Buy |
+3,495
| New | +$210K | 0.04% | 171 |
|