Everhart Financial Group’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 | $714K | Buy |
2,592
+415
| +19% | +$114K | 0.08% | 180 |
|
|
2025
Q1 | $578K | Buy |
2,177
+157
| +8% | +$41.7K | 0.08% | 177 |
|
|
2024
Q4 | $469K | Buy |
2,020
+194
| +11% | +$45.1K | 0.1% | 199 |
|
|
2024
Q3 | $403K | Buy |
1,826
+191
| +12% | +$42.1K | 0.09% | 220 |
|
|
2024
Q2 | $321K | Buy |
1,635
+262
| +19% | +$51.5K | 0.08% | 216 |
|
|
2024
Q1 | $296K | Buy |
1,373
+78
| +6% | +$16.8K | 0.09% | 214 |
|
|
2023
Q4 | $273K | Buy |
1,295
+159
| +14% | +$33.5K | 0.1% | 196 |
|
|
2023
Q3 | $227K | Buy |
+1,136
| New | +$227K | 0.1% | 187 |
|
|
2022
Q3 | – | Sell |
-1,035
| Closed | -$212K | – | 207 |
|
|
2022
Q2 | $212K | Buy |
+1,035
| New | +$212K | 0.13% | 169 |
|