Forum Financial Management’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 | $2.21M | Buy |
8,031
+593
| +8% | +$163K | 0.03% | 113 |
|
|
2025
Q1 | $1.97M | Sell |
7,438
-39
| -0.5% | -$10.3K | 0.03% | 121 |
|
|
2024
Q4 | $1.74M | Sell |
7,477
-4,413
| -37% | -$1.02M | 0.03% | 137 |
|
|
2024
Q3 | $2.62M | Buy |
11,890
+38
| +0.3% | +$8.39K | 0.04% | 79 |
|
|
2024
Q2 | $2.33M | Sell |
11,852
-68,129
| -85% | -$13.4M | 0.04% | 81 |
|
|
2024
Q1 | $17.2M | Sell |
79,981
-66,925
| -46% | -$14.4M | 0.29% | 23 |
|
|
2023
Q4 | $30.9M | Hold |
146,906
| – | – | 0.58% | 17 |
|
|
2023
Q3 | $29.4M | Sell |
146,906
-10,017
| -6% | -$2.01M | 0.65% | 16 |
|
|
2023
Q2 | $29.1M | Buy |
156,923
+92
| +0.1% | +$17K | 0.65% | 17 |
|
|
2023
Q1 | $30M | Hold |
156,831
| – | – | 0.87% | 17 |
|
|
2022
Q4 | $26.4M | Hold |
156,831
| – | – | 0.87% | 17 |
|
|
2022
Q3 | $27.8M | Buy |
156,831
+149,334
| +1,992% | +$26.5M | 1.34% | 12 |
|
|
2022
Q2 | $1.54M | Buy |
7,497
+125
| +2% | +$25.6K | 0.08% | 82 |
|
|
2022
Q1 | $1.75M | Buy |
7,372
+4,866
| +194% | +$1.16M | 0.08% | 73 |
|
|
2021
Q4 | $573K | Buy |
+2,506
| New | +$573K | 0.03% | 214 |
|