Cyndeo Wealth Partners’s CME Group CME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $603K | Buy |
2,187
+95
| +5% | +$26.2K | 0.04% | 284 |
|
|
2025
Q1 | $555K | Buy |
2,092
+2
| +0.1% | +$531 | 0.04% | 283 |
|
|
2024
Q4 | $485K | Buy |
2,090
+3
| +0.1% | +$697 | 0.03% | 302 |
|
|
2024
Q3 | $460K | Sell |
2,087
-655
| -24% | -$145K | 0.03% | 309 |
|
|
2024
Q2 | $539K | Buy |
2,742
+819
| +43% | +$161K | 0.04% | 272 |
|
|
2024
Q1 | $414K | Buy |
1,923
+4
| +0.2% | +$861 | 0.03% | 280 |
|
|
2023
Q4 | $404K | Sell |
1,919
-2
| -0.1% | -$421 | 0.04% | 271 |
|
|
2023
Q3 | $385K | Buy |
1,921
+4
| +0.2% | +$801 | 0.04% | 244 |
|
|
2023
Q2 | $355K | Sell |
1,917
-198
| -9% | -$36.7K | 0.04% | 245 |
|
|
2023
Q1 | $405K | Sell |
2,115
-883
| -29% | -$169K | 0.04% | 236 |
|
|
2022
Q4 | $504K | Buy |
+2,998
| New | +$504K | 0.06% | 214 |
|