AP
Appleton Partners’s CME Group CME Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.42M | Sell |
16,032
-238
| -1% | -$65.6K | 0.31% | 77 |
|
|
2025
Q1 | $4.32M | Sell |
16,270
-555
| -3% | -$147K | 0.33% | 78 |
|
|
2024
Q4 | $3.91M | Buy |
16,825
+272
| +2% | +$63.2K | 0.29% | 82 |
|
|
2024
Q3 | $3.65M | Buy |
16,553
+339
| +2% | +$74.8K | 0.27% | 86 |
|
|
2024
Q2 | $3.19M | Sell |
16,214
-27
| -0.2% | -$5.31K | 0.25% | 89 |
|
|
2024
Q1 | $3.5M | Buy |
16,241
+412
| +3% | +$88.7K | 0.27% | 88 |
|
|
2023
Q4 | $3.33M | Sell |
15,829
-519
| -3% | -$109K | 0.27% | 88 |
|
|
2023
Q3 | $3.27M | Sell |
16,348
-91
| -0.6% | -$18.2K | 0.29% | 83 |
|
|
2023
Q2 | $3.05M | Sell |
16,439
-996
| -6% | -$185K | 0.26% | 88 |
|
|
2023
Q1 | $3.34M | Buy |
17,435
+1,120
| +7% | +$214K | 0.3% | 83 |
|
|
2022
Q4 | $2.74M | Buy |
16,315
+64
| +0.4% | +$10.8K | 0.26% | 90 |
|
|
2022
Q3 | $2.88M | Buy |
16,251
+485
| +3% | +$85.9K | 0.29% | 86 |
|
|
2022
Q2 | $3.23M | Sell |
15,766
-20
| -0.1% | -$4.09K | 0.31% | 85 |
|
|
2022
Q1 | $3.76M | Sell |
15,786
-170
| -1% | -$40.4K | 0.31% | 88 |
|
|
2021
Q4 | $3.65M | Buy |
15,956
+138
| +0.9% | +$31.5K | 0.27% | 87 |
|
|
2021
Q3 | $3.06M | Buy |
15,818
+480
| +3% | +$92.8K | 0.25% | 93 |
|
|
2021
Q2 | $3.26M | Sell |
15,338
-9
| -0.1% | -$1.91K | 0.28% | 89 |
|
|
2021
Q1 | $3.13M | Sell |
15,347
-192
| -1% | -$39.2K | 0.29% | 86 |
|
|
2020
Q4 | $2.83M | Buy |
15,539
+115
| +0.7% | +$20.9K | 0.28% | 82 |
|
|
2020
Q3 | $2.58M | Sell |
15,424
-11
| -0.1% | -$1.84K | 0.29% | 81 |
|
|
2020
Q2 | $2.51M | Sell |
15,435
-10
| -0.1% | -$1.63K | 0.3% | 80 |
|
|
2020
Q1 | $2.67M | Sell |
15,445
-110
| -0.7% | -$19K | 0.37% | 70 |
|
|
2019
Q4 | $3.12M | Buy |
15,555
+266
| +2% | +$53.4K | 0.34% | 74 |
|
|
2019
Q3 | $3.23M | Hold |
15,289
| – | – | 0.39% | 70 |
|
|
2019
Q2 | $2.97M | Buy |
15,289
+190
| +1% | +$36.9K | 0.37% | 76 |
|
|
2019
Q1 | $2.49M | Buy |
15,099
+892
| +6% | +$147K | 0.33% | 85 |
|
|
2018
Q4 | $2.67M | Sell |
14,207
-457
| -3% | -$86K | 0.4% | 71 |
|
|
2018
Q3 | $2.5M | Buy |
14,664
+1,698
| +13% | +$289K | 0.33% | 86 |
|
|
2018
Q2 | $2.13M | Buy |
12,966
+2,132
| +20% | +$349K | 0.3% | 89 |
|
|
2018
Q1 | $1.75M | Buy |
10,834
+95
| +0.9% | +$15.4K | 0.27% | 101 |
|
|
2017
Q4 | $1.57M | Buy |
10,739
+773
| +8% | +$113K | 0.24% | 99 |
|
|
2017
Q3 | $1.35M | Buy |
9,966
+245
| +3% | +$33.2K | 0.23% | 102 |
|
|
2017
Q2 | $1.22M | Sell |
9,721
-62
| -0.6% | -$7.76K | 0.2% | 118 |
|
|
2017
Q1 | $1.16M | Buy |
9,783
+1,129
| +13% | +$134K | 0.21% | 103 |
|
|
2016
Q4 | $998K | Buy |
8,654
+902
| +12% | +$104K | 0.2% | 118 |
|
|
2016
Q3 | $810K | Buy |
7,752
+1,610
| +26% | +$168K | 0.15% | 133 |
|
|
2016
Q2 | $598K | Buy |
6,142
+2,472
| +67% | +$241K | 0.12% | 135 |
|
|
2016
Q1 | $353K | Buy |
+3,670
| New | +$353K | 0.07% | 163 |
|