CWP
Concord Wealth Partners’s CME Group CME Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.51K | Sell |
20
-19
| -49% | -$5.24K | ﹤0.01% | 618 |
|
|
2025
Q1 | $10.3K | Sell |
39
-3,203
| -99% | -$850K | ﹤0.01% | 505 |
|
|
2024
Q4 | $753K | Buy |
3,242
+418
| +15% | +$97.1K | 0.12% | 119 |
|
|
2024
Q3 | $623K | Buy |
2,824
+37
| +1% | +$8.17K | 0.1% | 125 |
|
|
2024
Q2 | $548K | Buy |
2,787
+128
| +5% | +$25.2K | 0.1% | 130 |
|
|
2024
Q1 | $573K | Buy |
2,659
+1,794
| +207% | +$386K | 0.1% | 133 |
|
|
2023
Q4 | $182K | Sell |
865
-2,200
| -72% | -$463K | 0.04% | 207 |
|
|
2023
Q3 | $614K | Buy |
3,065
+653
| +27% | +$131K | 0.13% | 110 |
|
|
2023
Q2 | $447K | Buy |
2,412
+1,125
| +87% | +$208K | 0.1% | 121 |
|
|
2023
Q1 | $246K | Buy |
1,287
+1,242
| +2,760% | +$238K | 0.07% | 140 |
|
|
2022
Q4 | $7.49K | Buy |
+45
| New | +$7.49K | ﹤0.01% | 680 |
|
|
2022
Q3 | – | Sell |
-47
| Closed | -$10K | – | 327 |
|
|
2022
Q2 | $10K | Buy |
47
+35
| +292% | +$7.45K | ﹤0.01% | 684 |
|
|
2022
Q1 | $3K | Buy |
+12
| New | +$3K | ﹤0.01% | 1000 |
|
|
2021
Q2 | – | Sell |
-5
| Closed | -$1K | – | 1052 |
|
|
2021
Q1 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 891 |
|