Icon Wealth Advisors’s CME Group CME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.57M | Buy |
9,325
+1,401
| +18% | +$386K | 0.18% | 90 |
|
|
2025
Q1 | $2.1M | Buy |
7,924
+40
| +0.5% | +$10.6K | 0.17% | 97 |
|
|
2024
Q4 | $1.83M | Buy |
7,884
+1,699
| +27% | +$395K | 0.15% | 102 |
|
|
2024
Q3 | $1.36M | Buy |
6,185
+33
| +0.5% | +$7.28K | 0.11% | 130 |
|
|
2024
Q2 | $1.19M | Buy |
6,152
+649
| +12% | +$126K | 0.11% | 136 |
|
|
2024
Q1 | $1.18M | Buy |
5,503
+2,249
| +69% | +$484K | 0.11% | 132 |
|
|
2023
Q4 | $685K | Buy |
+3,254
| New | +$685K | 0.07% | 154 |
|
|
2022
Q4 | – | Sell |
-1,028
| Closed | -$182K | – | 347 |
|
|
2022
Q3 | $182K | Buy |
+1,028
| New | +$182K | 0.02% | 309 |
|