EP Wealth Advisors’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 | $755K | Buy |
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|
2025
Q1 | $513K | Buy |
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|
2024
Q4 | $381K | Buy |
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|
2024
Q3 | $271K | Buy |
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|
2024
Q2 | $220K | Sell |
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|
2024
Q1 | $243K | Sell |
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|
2023
Q4 | $258K | Sell |
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|
2023
Q3 | $274K | Buy |
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|
2023
Q2 | $205K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $598K | Buy |
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|
2022
Q1 | $408K | Buy |
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|
2021
Q4 | $317K | Buy |
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|
2021
Q3 | $265K | Sell |
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|
2021
Q2 | $300K | Buy |
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|
2021
Q1 | $281K | Buy |
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|
2020
Q4 | $209K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $752K | Buy |
|