Compass Wealth 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
$2.1M Hold
7,625
0.5% 64
2025
Q1
$2.02M Hold
7,625
0.52% 67
2024
Q4
$1.77M Sell
7,625
-105
-1% -$24.4K 0.43% 68
2024
Q3
$1.71M Sell
7,730
-35
-0.5% -$7.72K 0.4% 74
2024
Q2
$1.53M Hold
7,765
0.38% 76
2024
Q1
$1.67M Hold
7,765
0.42% 75
2023
Q4
$1.64M Hold
7,765
0.46% 69
2023
Q3
$1.55M Hold
7,765
0.49% 68
2023
Q2
$1.44M Hold
7,765
0.43% 71
2023
Q1
$1.49M Sell
7,765
-174
-2% -$33.3K 0.47% 71
2022
Q4
$1.34M Buy
+7,939
New +$1.34M 0.44% 70