Center for Financial Planning’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 | $533K | Sell |
1,934
-41
| -2% | -$11.3K | 0.06% | 100 |
|
|
2025
Q1 | $524K | Buy |
1,975
+144
| +8% | +$38.2K | 0.07% | 95 |
|
|
2024
Q4 | $425K | Sell |
1,831
-125
| -6% | -$29K | 0.06% | 99 |
|
|
2024
Q3 | $432K | Hold |
1,956
| – | – | 0.06% | 99 |
|
|
2024
Q2 | $385K | Buy |
1,956
+80
| +4% | +$15.7K | 0.06% | 103 |
|
|
2024
Q1 | $404K | Sell |
1,876
-7
| -0.4% | -$1.51K | 0.06% | 104 |
|
|
2023
Q4 | $397K | Buy |
1,883
+13
| +0.7% | +$2.74K | 0.07% | 97 |
|
|
2023
Q3 | $374K | Buy |
1,870
+66
| +4% | +$13.2K | 0.08% | 93 |
|
|
2023
Q2 | $334K | Buy |
1,804
+29
| +2% | +$5.37K | 0.07% | 100 |
|
|
2023
Q1 | $340K | Buy |
1,775
+36
| +2% | +$6.9K | 0.08% | 100 |
|
|
2022
Q4 | $292K | Buy |
1,739
+249
| +17% | +$41.9K | 0.07% | 105 |
|
|
2022
Q3 | $264K | Buy |
1,490
+5
| +0.3% | +$886 | 0.07% | 101 |
|
|
2022
Q2 | $304K | Buy |
1,485
+85
| +6% | +$17.4K | 0.08% | 102 |
|
|
2022
Q1 | $333K | Buy |
1,400
+67
| +5% | +$15.9K | 0.07% | 103 |
|
|
2021
Q4 | $305K | Buy |
1,333
+96
| +8% | +$22K | 0.06% | 109 |
|
|
2021
Q3 | $239K | Buy |
1,237
+141
| +13% | +$27.2K | 0.06% | 114 |
|
|
2021
Q2 | $233K | Sell |
1,096
-66
| -6% | -$14K | 0.06% | 117 |
|
|
2021
Q1 | $237K | Buy |
1,162
+185
| +19% | +$37.7K | 0.06% | 112 |
|
|
2020
Q4 | $178K | Buy |
977
+115
| +13% | +$21K | 0.05% | 122 |
|
|
2020
Q3 | $144K | Sell |
862
-5
| -0.6% | -$835 | 0.05% | 130 |
|
|
2020
Q2 | $141K | Buy |
867
+8
| +0.9% | +$1.3K | 0.05% | 128 |
|
|
2020
Q1 | $149K | Buy |
859
+121
| +16% | +$21K | 0.05% | 118 |
|
|
2019
Q4 | $148K | Buy |
+738
| New | +$148K | 0.04% | 115 |
|