Forum Financial Management’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
Q3
$2.17M Buy
2025
Q2
$2.21M Buy
2025
Q1
$1.97M Sell
2024
Q4
$1.74M Sell
2024
Q3
$2.62M Buy
2024
Q2
$2.33M Sell
2024
Q1
$17.2M Sell
2023
Q4
$30.9M Hold
2023
Q3
$29.4M Sell
2023
Q2
$29.1M Buy
2023
Q1
$30M Hold
2022
Q4
$26.4M Hold
2022
Q3
$27.8M Buy
2022
Q2
$1.53M Buy
2022
Q1
$1.75M Buy
2021
Q4
$573K Buy