HCR Wealth Advisors’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 | $2.96M | Buy |
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|
2025
Q2 | $2.91M | Buy |
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|
2025
Q1 | $2.69M | Sell |
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|
2024
Q4 | $2.38M | Buy |
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|
2024
Q3 | $2.26M | Buy |
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|
2024
Q2 | $1.99M | Buy |
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|
2024
Q1 | $2.15M | Buy |
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|
2023
Q4 | $2.08M | Buy |
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|
2023
Q3 | $1.82M | Sell |
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|
2023
Q2 | $2.04M | Sell |
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|
2023
Q1 | $2.13M | Buy |
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|
2022
Q4 | $1.86M | Sell |
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|
2022
Q3 | $1.97M | Sell |
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|
2022
Q2 | $2.35M | Sell |
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|
2022
Q1 | $2.8M | Sell |
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|
2021
Q4 | $2.92M | Sell |
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|
2021
Q3 | $2.55M | Buy |
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|
2021
Q2 | $2.7M | Buy |
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|
2021
Q1 | $2.51M | Sell |
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|
2020
Q4 | $2.4M | Buy |
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|
2020
Q3 | $2.04M | Buy |
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|
2020
Q2 | $1.82M | Buy |
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|
2020
Q1 | $1.78M | Sell |
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|
2019
Q4 | $2.12M | Buy |
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|
2019
Q3 | $2.12M | Buy |
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|
2019
Q2 | $1.81M | Sell |
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|
2019
Q1 | $1.59M | Sell |
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|
2018
Q4 | $1.93M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $1.24M | Buy |
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|
2018
Q1 | $1.02M | Buy |
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|
2017
Q4 | $254K | Hold |
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|
2017
Q3 | $236K | Hold |
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|
2017
Q2 | $218K | Hold |
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|
2017
Q1 | $206K | Hold |
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|
2016
Q4 | $200K | Buy |
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