Bartlett & Co Wealth Management’s CME Group CME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Buy |
4,150
+46
| +1% | +$12.7K | 0.02% | 244 |
|
|
2025
Q1 | $1.09M | Sell |
4,104
-114
| -3% | -$30.2K | 0.02% | 243 |
|
|
2024
Q4 | $1M | Sell |
4,218
-30
| -0.7% | -$7.14K | 0.01% | 253 |
|
|
2024
Q3 | $937K | Hold |
4,248
| – | – | 0.01% | 265 |
|
|
2024
Q2 | $835K | Buy |
4,248
+30
| +0.7% | +$5.9K | 0.01% | 274 |
|
|
2024
Q1 | $908K | Sell |
4,218
-155
| -4% | -$33.4K | 0.01% | 272 |
|
|
2023
Q4 | $946K | Buy |
4,373
+1,355
| +45% | +$293K | 0.02% | 281 |
|
|
2023
Q3 | $604K | Hold |
3,018
| – | – | 0.01% | 313 |
|
|
2023
Q2 | $559K | Buy |
3,018
+40
| +1% | +$7.41K | 0.01% | 331 |
|
|
2023
Q1 | $570K | Hold |
2,978
| – | – | 0.01% | 275 |
|
|
2022
Q4 | $514K | Sell |
2,978
-9
| -0.3% | -$1.55K | 0.01% | 286 |
|
|
2022
Q3 | $529K | Sell |
2,987
-36
| -1% | -$6.38K | 0.01% | 276 |
|
|
2022
Q2 | $619K | Buy |
3,023
+143
| +5% | +$29.3K | 0.01% | 256 |
|
|
2022
Q1 | $685K | Hold |
2,880
| – | – | 0.01% | 262 |
|
|
2021
Q4 | $667K | Buy |
2,880
+2,700
| +1,500% | +$626K | 0.01% | 269 |
|
|
2021
Q3 | $34.8K | Sell |
180
-107
| -37% | -$20.7K | ﹤0.01% | 557 |
|
|
2021
Q2 | $61K | Hold |
287
| – | – | ﹤0.01% | 474 |
|
|
2021
Q1 | $58.6K | Buy |
287
+100
| +53% | +$20.4K | ﹤0.01% | 507 |
|
|
2020
Q4 | $34.5K | Buy |
187
+7
| +4% | +$1.29K | ﹤0.01% | 595 |
|
|
2020
Q3 | $30.1K | Hold |
180
| – | – | ﹤0.01% | 565 |
|
|
2020
Q2 | $29.3K | Hold |
180
| – | – | ﹤0.01% | 562 |
|
|
2020
Q1 | $31.1K | Hold |
180
| – | – | ﹤0.01% | 532 |
|
|
2019
Q4 | $36.6K | Hold |
180
| – | – | ﹤0.01% | 580 |
|
|
2019
Q3 | $38K | Buy |
180
+173
| +2,471% | +$36.6K | ﹤0.01% | 577 |
|
|
2019
Q2 | $1.36K | Buy |
7
+2
| +40% | +$388 | ﹤0.01% | 694 |
|
|
2019
Q1 | $823 | Buy |
+5
| New | +$823 | ﹤0.01% | 690 |
|