Clifford Swan Investment Counsel’s CME Group CME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $438K | Buy |
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|
2025
Q2 | $437K | Buy |
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|
2025
Q1 | $420K | Hold |
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|
2024
Q4 | $368K | Sell |
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|
2024
Q3 | $364K | Buy |
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|
2024
Q2 | $322K | Sell |
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|
2024
Q1 | $356K | Hold |
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|
2023
Q4 | $349K | Sell |
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|
2023
Q3 | $355K | Hold |
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|
2023
Q2 | $329K | Hold |
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|
2023
Q1 | $340K | Sell |
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|
2022
Q4 | $315K | Hold |
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|
2022
Q3 | $332K | Sell |
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|
2022
Q2 | $404K | Sell |
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|
2022
Q1 | $470K | Sell |
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|
2021
Q4 | $460K | Sell |
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|
2021
Q3 | $450K | Hold |
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|
2021
Q2 | $430K | Hold |
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|
2021
Q1 | $421K | Hold |
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|
2020
Q4 | $376K | Hold |
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|
2020
Q3 | $345K | Sell |
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|
2020
Q2 | $367K | Sell |
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|
2020
Q1 | $451K | Sell |
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|
2019
Q4 | $568K | Hold |
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|
2019
Q3 | $598K | Hold |
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|
2019
Q2 | $550K | Sell |
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|
2019
Q1 | $471K | Sell |
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|
2018
Q4 | $595K | Sell |
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|
2018
Q3 | $544K | Hold |
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|
2018
Q2 | $524K | Hold |
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|
2018
Q1 | $517K | Sell |
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|
2017
Q4 | $508K | Hold |
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|
2017
Q3 | $471K | Sell |
|
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|
2017
Q2 | $465K | Hold |
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|
2017
Q1 | $441K | Hold |
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|
2016
Q4 | $428K | Hold |
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|
2016
Q3 | $388K | Buy |
|