GWM
GDS Wealth Management’s CME Group CME Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $742K | Sell |
2,693
-18
| -0.7% | -$4.96K | 0.05% | 99 |
|
|
2025
Q1 | $719K | Sell |
2,711
-127
| -4% | -$33.7K | 0.06% | 94 |
|
|
2024
Q4 | $659K | Sell |
2,838
-333
| -11% | -$77.3K | 0.06% | 102 |
|
|
2024
Q3 | $700K | Sell |
3,171
-149
| -4% | -$32.9K | 0.07% | 82 |
|
|
2024
Q2 | $653K | Sell |
3,320
-122
| -4% | -$24K | 0.07% | 72 |
|
|
2024
Q1 | $741K | Sell |
3,442
-370
| -10% | -$79.7K | 0.09% | 71 |
|
|
2023
Q4 | $803K | Sell |
3,812
-86
| -2% | -$18.1K | 0.11% | 64 |
|
|
2023
Q3 | $780K | Sell |
3,898
-255
| -6% | -$51.1K | 0.12% | 58 |
|
|
2023
Q2 | $770K | Sell |
4,153
-174
| -4% | -$32.2K | 0.12% | 64 |
|
|
2023
Q1 | $829K | Sell |
4,327
-1,884
| -30% | -$361K | 0.15% | 55 |
|
|
2022
Q4 | $1.04M | Sell |
6,211
-1,093
| -15% | -$184K | 0.2% | 56 |
|
|
2022
Q3 | $1.29M | Sell |
7,304
-214
| -3% | -$37.9K | 0.29% | 49 |
|
|
2022
Q2 | $1.54M | Sell |
7,518
-3
| -0% | -$614 | 0.34% | 47 |
|
|
2022
Q1 | $1.78M | Sell |
7,521
-37
| -0.5% | -$8.74K | 0.39% | 48 |
|
|
2021
Q4 | $1.73M | Buy |
+7,558
| New | +$1.73M | 0.39% | 48 |
|