AO
Advisor OS’s CME Group CME Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $240K | Buy |
871
+104
| +14% | +$28.7K | 0.02% | 393 |
|
|
2025
Q1 | $204K | Buy |
+767
| New | +$204K | 0.02% | 404 |
|
|
2024
Q3 | – | Sell |
-1,934
| Closed | -$380K | – | 408 |
|
|
2024
Q2 | $380K | Sell |
1,934
-230
| -11% | -$45.2K | 0.04% | 270 |
|
|
2024
Q1 | $466K | Buy |
2,164
+736
| +52% | +$158K | 0.05% | 246 |
|
|
2023
Q4 | $301K | Buy |
1,428
+289
| +25% | +$60.9K | 0.04% | 259 |
|
|
2023
Q3 | $228K | Buy |
1,139
+13
| +1% | +$2.6K | 0.03% | 262 |
|
|
2023
Q2 | $209K | Buy |
1,126
+44
| +4% | +$8.15K | 0.03% | 280 |
|
|
2023
Q1 | $207K | Buy |
+1,082
| New | +$207K | 0.05% | 231 |
|