HWA
HCR Wealth Advisors’s CME Group CME Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.91M | Buy |
10,572
+420
| +4% | +$116K | 0.34% | 50 |
|
|
2025
Q1 | $2.69M | Sell |
10,152
-111
| -1% | -$29.4K | 0.35% | 49 |
|
|
2024
Q4 | $2.38M | Buy |
10,263
+4
| +0% | +$929 | 0.3% | 55 |
|
|
2024
Q3 | $2.26M | Buy |
10,259
+140
| +1% | +$30.9K | 0.3% | 53 |
|
|
2024
Q2 | $1.99M | Buy |
10,119
+138
| +1% | +$27.1K | 0.28% | 58 |
|
|
2024
Q1 | $2.15M | Buy |
9,981
+104
| +1% | +$22.4K | 0.33% | 55 |
|
|
2023
Q4 | $2.08M | Buy |
9,877
+806
| +9% | +$170K | 0.33% | 55 |
|
|
2023
Q3 | $1.82M | Sell |
9,071
-1,931
| -18% | -$387K | 0.4% | 48 |
|
|
2023
Q2 | $2.04M | Sell |
11,002
-118
| -1% | -$21.9K | 0.38% | 55 |
|
|
2023
Q1 | $2.13M | Buy |
11,120
+305
| +3% | +$58.4K | 0.42% | 47 |
|
|
2022
Q4 | $1.86M | Sell |
10,815
-283
| -3% | -$48.8K | 0.39% | 56 |
|
|
2022
Q3 | $1.97M | Sell |
11,098
-379
| -3% | -$67.1K | 0.42% | 51 |
|
|
2022
Q2 | $2.35M | Sell |
11,477
-289
| -2% | -$59.2K | 0.47% | 45 |
|
|
2022
Q1 | $2.8M | Sell |
11,766
-1,022
| -8% | -$243K | 0.46% | 48 |
|
|
2021
Q4 | $2.92M | Sell |
12,788
-378
| -3% | -$86.4K | 0.45% | 48 |
|
|
2021
Q3 | $2.55M | Buy |
13,166
+481
| +4% | +$93K | 0.42% | 57 |
|
|
2021
Q2 | $2.7M | Buy |
12,685
+409
| +3% | +$87K | 0.47% | 47 |
|
|
2021
Q1 | $2.51M | Sell |
12,276
-918
| -7% | -$187K | 0.5% | 42 |
|
|
2020
Q4 | $2.4M | Buy |
13,194
+971
| +8% | +$177K | 0.5% | 35 |
|
|
2020
Q3 | $2.04M | Buy |
12,223
+1,394
| +13% | +$232K | 0.47% | 41 |
|
|
2020
Q2 | $1.82M | Buy |
10,829
+542
| +5% | +$91.3K | 0.43% | 39 |
|
|
2020
Q1 | $1.78M | Sell |
10,287
-280
| -3% | -$48.4K | 0.51% | 32 |
|
|
2019
Q4 | $2.12M | Buy |
10,567
+505
| +5% | +$101K | 0.51% | 36 |
|
|
2019
Q3 | $2.12M | Buy |
10,062
+754
| +8% | +$159K | 0.7% | 30 |
|
|
2019
Q2 | $1.81M | Sell |
9,308
-363
| -4% | -$70.5K | 0.51% | 39 |
|
|
2019
Q1 | $1.59M | Sell |
9,671
-597
| -6% | -$98.2K | 0.46% | 44 |
|
|
2018
Q4 | $1.93M | Buy |
+10,268
| New | +$1.93M | 0.62% | 30 |
|
|
2018
Q3 | – | Sell |
-7,550
| Closed | -$1.24M | – | 160 |
|
|
2018
Q2 | $1.24M | Buy |
7,550
+1,270
| +20% | +$208K | 0.41% | 59 |
|
|
2018
Q1 | $1.02M | Buy |
6,280
+4,542
| +261% | +$735K | 0.35% | 72 |
|
|
2017
Q4 | $254K | Hold |
1,738
| – | – | 0.09% | 143 |
|
|
2017
Q3 | $236K | Hold |
1,738
| – | – | 0.1% | 141 |
|
|
2017
Q2 | $218K | Hold |
1,738
| – | – | 0.11% | 128 |
|
|
2017
Q1 | $206K | Hold |
1,738
| – | – | 0.11% | 141 |
|
|
2016
Q4 | $200K | Buy |
+1,738
| New | +$200K | 0.11% | 139 |
|