Concurrent Investment Advisors’s CME Group CME Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.48M | Buy |
12,626
+7,198
| +133% | +$1.98M | 0.07% | 291 |
|
|
2025
Q1 | $1.44M | Sell |
5,428
-1,997
| -27% | -$530K | 0.03% | 442 |
|
|
2024
Q4 | $1.72M | Sell |
7,425
-15
| -0.2% | -$3.48K | 0.05% | 357 |
|
|
2024
Q3 | $1.64M | Buy |
7,440
+1,902
| +34% | +$420K | 0.05% | 358 |
|
|
2024
Q2 | $1.09M | Buy |
5,538
+3,171
| +134% | +$623K | 0.04% | 403 |
|
|
2024
Q1 | $510K | Sell |
2,367
-824
| -26% | -$177K | 0.02% | 540 |
|
|
2023
Q4 | $672K | Buy |
+3,191
| New | +$672K | 0.03% | 416 |
|