CWM
Congress Wealth Management’s CME Group CME Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.6M | Sell |
63,787
-1,371
| -2% | -$378K | 0.17% | 144 |
|
|
2025
Q1 | $17.3M | Sell |
65,158
-106
| -0.2% | -$28.1K | 0.21% | 125 |
|
|
2024
Q4 | $15.2M | Buy |
65,264
+1,111
| +2% | +$258K | 0.21% | 139 |
|
|
2024
Q3 | $14.2M | Sell |
64,153
-48,643
| -43% | -$10.7M | 0.19% | 161 |
|
|
2024
Q2 | $22.2M | Buy |
112,796
+2,615
| +2% | +$514K | 0.35% | 64 |
|
|
2024
Q1 | $23.7M | Buy |
110,181
+2,423
| +2% | +$522K | 0.41% | 56 |
|
|
2023
Q4 | $22.7M | Buy |
107,758
+176
| +0.2% | +$37.1K | 0.42% | 50 |
|
|
2023
Q3 | $21.5M | Buy |
107,582
+1,441
| +1% | +$289K | 0.45% | 48 |
|
|
2023
Q2 | $19.7M | Buy |
106,141
+791
| +0.8% | +$147K | 0.46% | 46 |
|
|
2023
Q1 | $20.2M | Buy |
105,350
+16,242
| +18% | +$3.11M | 0.49% | 43 |
|
|
2022
Q4 | $15M | Sell |
89,108
-8,297
| -9% | -$1.4M | 0.39% | 55 |
|
|
2022
Q3 | $17.3M | Buy |
97,405
+3,243
| +3% | +$574K | 0.47% | 49 |
|
|
2022
Q2 | $19.3M | Buy |
94,162
+966
| +1% | +$198K | 0.49% | 44 |
|
|
2022
Q1 | $22.2M | Buy |
93,196
+2,889
| +3% | +$687K | 0.48% | 47 |
|
|
2021
Q4 | $20.6M | Buy |
+90,307
| New | +$20.6M | 0.41% | 62 |
|