Choate Investment Advisors’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 | $380K | Buy |
1,379
+5
| +0.4% | +$1.38K | 0.01% | 299 |
|
|
2025
Q1 | $365K | Sell |
1,374
-44
| -3% | -$11.7K | 0.01% | 301 |
|
|
2024
Q4 | $329K | Buy |
1,418
+107
| +8% | +$24.8K | 0.01% | 314 |
|
|
2024
Q3 | $289K | Buy |
+1,311
| New | +$289K | 0.01% | 320 |
|
|
2022
Q2 | – | Sell |
-1,157
| Closed | -$276K | – | 333 |
|
|
2022
Q1 | $276K | Sell |
1,157
-29
| -2% | -$6.92K | 0.01% | 254 |
|
|
2021
Q4 | $271K | Buy |
+1,186
| New | +$271K | 0.02% | 245 |
|