Ownership history in APPLETON PARTNERS INC/MA · 44 quarters on record
This page tracks every 13F SEC filing in which APPLETON PARTNERS INC/MA reported a position in INTERCONTINENTAL EXCHANGE INC (ICE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 100,749 | +1,598 | +1.6% | 1.07% | $16.3M | $161.44 |
| 2025 Q3 | ADDED | 99,151 | +2,267 | +2.3% | 1.12% | $16.7M | $167.44 |
| 2025 Q2 | ADDED | 96,884 | +600 | +0.6% | 1.26% | $17.8M | $181.83 |
| 2025 Q1 | REDUCED | 96,284 | -9,145 | -8.7% | 1.28% | $16.6M | $170.50 |
As of 2025 Q4 — sorted by position size