Congress Wealth Management’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	$17.6M	Sell	63,787 -1,371	-2%	-$373K	0.17%	144
2025 Q1	$17.3M	Sell	65,158 -106	-0.2%	-$26.1K	0.21%	125
2024 Q4	$15.2M	Buy	65,264 +1,111	+2%	+$255K	0.21%	139
2024 Q3	$14.2M	Sell	64,153 -48,643	-43%	-$10.1M	0.19%	161
2024 Q2	$22.2M	Buy	112,796 +2,615	+2%	+$540K	0.35%	64
2024 Q1	$23.7M	Buy	110,181 +2,423	+2%	+$509K	0.41%	56
2023 Q4	$22.7M	Buy	107,758 +176	+0.2%	+$37.6K	0.42%	50
2023 Q3	$21.5M	Buy	107,582 +1,441	+1%	+$286K	0.45%	48
2023 Q2	$19.7M	Buy	106,141 +791	+0.8%	+$146K	0.46%	46
2023 Q1	$20.2M	Buy	105,350 +16,242	+18%	+$2.94M	0.49%	43
2022 Q4	$15M	Sell	89,108 -8,297	-9%	-$1.44M	0.39%	55
2022 Q3	$17.3M	Buy	97,405 +3,243	+3%	+$641K	0.47%	49
2022 Q2	$19.3M	Buy	94,162 +966	+1%	+$205K	0.49%	44
2022 Q1	$22.2M	Buy	93,196 +2,889	+3%	+$678K	0.48%	47
2021 Q4	$20.6M	Buy	+90,307	New	+$19.9M	0.41%	62