Beese Fulmer Investment 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 | $378K | Buy |
1,373
+133
| +11% | +$36.7K | 0.03% | 211 |
|
2025
Q1 | $329K | Hold |
1,240
| – | – | 0.03% | 192 |
|
2024
Q4 | $288K | Hold |
1,240
| – | – | 0.02% | 197 |
|
2024
Q3 | $274K | Sell |
1,240
-50
| -4% | -$11K | 0.02% | 200 |
|
2024
Q2 | $254K | Buy |
1,290
+224
| +21% | +$44K | 0.02% | 200 |
|
2024
Q1 | $229K | Sell |
1,066
-7
| -0.7% | -$1.51K | 0.02% | 206 |
|
2023
Q4 | $226K | Buy |
1,073
+7
| +0.7% | +$1.47K | 0.02% | 205 |
|
2023
Q3 | $213K | Buy |
+1,066
| New | +$213K | 0.02% | 200 |
|
2020
Q3 | – | Sell |
-989
| Closed | -$161K | – | 262 |
|
2020
Q2 | $161K | Buy |
+989
| New | +$161K | 0.02% | 203 |
|
2019
Q4 | – | Sell |
-989
| Closed | -$209K | – | 204 |
|
2019
Q3 | $209K | Buy |
+989
| New | +$209K | 0.03% | 192 |
|