Caldwell Investment Management’s Cboe Global Markets CBOE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$29M Hold
2025
Q2
$27.5M Buy
2025
Q1
$25.3M Buy
2024
Q4
$21.5M Hold
2024
Q3
$22.3M Hold
2024
Q2
$18.7M Sell
2024
Q1
$21.4M Hold
2023
Q4
$20.8M Buy
2023
Q3
$17.1M Hold
2023
Q2
$14.9M Hold
2023
Q1
$14.8M Hold
2022
Q4
$13.8M Hold
2022
Q3
$13M Hold
2022
Q2
$12.5M Hold
2022
Q1
$12.6M Hold
2021
Q4
$14.3M Buy