Concord Wealth Partners’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
Q2 | $5.51K | Sell |
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|
2025
Q1 | $10.3K | Sell |
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|
2024
Q4 | $753K | Buy |
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|
2024
Q3 | $623K | Buy |
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|
2024
Q2 | $548K | Buy |
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|
2024
Q1 | $573K | Buy |
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|
2023
Q4 | $182K | Sell |
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|
2023
Q3 | $614K | Buy |
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|
2023
Q2 | $447K | Buy |
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|
2023
Q1 | $246K | Buy |
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|
2022
Q4 | $7.49K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $10K | Buy |
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|
2022
Q1 | $3K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $1K | Buy |
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