EWM
Empirical Wealth Management’s CME Group CME Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.65M | Buy |
9,622
+728
| +8% | +$201K | 0.06% | 193 |
|
|
2025
Q1 | $2.36M | Buy |
8,894
+1,491
| +20% | +$396K | 0.06% | 193 |
|
|
2024
Q4 | $1.72M | Buy |
7,403
+807
| +12% | +$187K | 0.05% | 213 |
|
|
2024
Q3 | $1.46M | Buy |
6,596
+695
| +12% | +$153K | 0.04% | 220 |
|
|
2024
Q2 | $1.16M | Buy |
5,901
+278
| +5% | +$54.7K | 0.03% | 246 |
|
|
2024
Q1 | $1.21M | Buy |
+5,623
| New | +$1.21M | 0.04% | 241 |
|
|
2018
Q4 | – | Sell |
-1,312
| Closed | -$223K | – | 202 |
|
|
2018
Q3 | $223K | Buy |
+1,312
| New | +$223K | 0.04% | 193 |
|