Baldwin Wealth Partners’s CME Group CME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $219K | Sell |
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|
2025
Q2 | $247K | Hold |
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|
2025
Q1 | $238K | Hold |
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|
2024
Q4 | $208K | Sell |
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|
2024
Q3 | $199K | Buy |
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|
2024
Q2 | $173K | Hold |
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|
2024
Q1 | $189K | Sell |
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|
2023
Q4 | $207K | Buy |
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|
2023
Q3 | $176K | Hold |
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|
2023
Q2 | $163K | Hold |
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|
2023
Q1 | $169K | Hold |
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|
2022
Q4 | $148K | Buy |
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|
2022
Q3 | $141K | Buy |
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|
2022
Q2 | $161K | Hold |
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|
2022
Q1 | $187K | Hold |
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|
2021
Q4 | $180K | Hold |
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|
2021
Q3 | $152K | Hold |
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|
2021
Q2 | $168K | Hold |
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|
2021
Q1 | $161K | Hold |
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|
2020
Q4 | $143K | Hold |
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|
2020
Q3 | $132K | Hold |
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|
2020
Q2 | $128K | Sell |
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|
2020
Q1 | $188K | Hold |
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|
2019
Q4 | $218K | Hold |
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|
2019
Q3 | $230K | Hold |
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|
2019
Q2 | $211K | Hold |
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|
2019
Q1 | $179K | Hold |
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|
2018
Q4 | $205K | Hold |
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|
2018
Q3 | $185K | Hold |
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|
2018
Q2 | $178K | Buy |
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|
2018
Q1 | $148K | Hold |
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|
2017
Q4 | $133K | Hold |
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|
2017
Q3 | $124K | Hold |
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|
2017
Q2 | $114K | Hold |
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|
2017
Q1 | $108K | Hold |
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|
2016
Q4 | $105K | Hold |
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|
2016
Q3 | $95K | Buy |
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