Heritage Trust’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 | $341K | Sell |
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|
2025
Q2 | $360K | Hold |
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|
2025
Q1 | $346K | Hold |
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|
2024
Q4 | $303K | Buy |
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|
2024
Q2 | $257K | Hold |
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|
2024
Q1 | $281K | Sell |
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|
2023
Q4 | $296K | Buy |
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|
2023
Q3 | $264K | Hold |
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|
2023
Q2 | $244K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $8K | Hold |
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|
2018
Q3 | $7K | Hold |
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|
2018
Q2 | $7K | Hold |
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|
2018
Q1 | $7K | Hold |
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|
2017
Q4 | $6K | Buy |
|