KWM
Keebeck Wealth Management’s CME Group CME Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $533K | Sell |
1,934
-3,321
| -63% | -$915K | 0.07% | 194 |
|
|
2025
Q1 | $1.39M | Hold |
5,255
| – | – | 0.21% | 109 |
|
|
2024
Q4 | $1.25M | Hold |
5,255
| – | – | 0.18% | 117 |
|
|
2024
Q3 | $1.16M | Hold |
5,255
| – | – | 0.17% | 124 |
|
|
2024
Q2 | $1.03M | Sell |
5,255
-3,000
| -36% | -$590K | 0.15% | 132 |
|
|
2024
Q1 | $1.78M | Hold |
8,255
| – | – | 0.26% | 105 |
|
|
2023
Q4 | $1.78M | Sell |
8,255
-110
| -1% | -$23.7K | 0.29% | 93 |
|
|
2023
Q3 | $1.67M | Hold |
8,365
| – | – | 0.29% | 87 |
|
|
2023
Q2 | $1.55M | Buy |
8,365
+110
| +1% | +$20.4K | 0.21% | 94 |
|
|
2023
Q1 | $1.58M | Hold |
8,255
| – | – | 0.25% | 90 |
|
|
2022
Q4 | $1.43M | Buy |
8,255
+12
| +0.1% | +$2.07K | 0.25% | 88 |
|
|
2022
Q3 | $1.46M | Hold |
8,243
| – | – | 0.28% | 84 |
|
|
2022
Q2 | $1.69M | Sell |
8,243
-150
| -2% | -$30.7K | 0.32% | 72 |
|
|
2022
Q1 | $2M | Sell |
8,393
-3,000
| -26% | -$713K | 0.33% | 77 |
|
|
2021
Q4 | $2.64M | Buy |
11,393
+343
| +3% | +$79.5K | 0.47% | 54 |
|
|
2021
Q3 | $2.14M | Buy |
11,050
+7,058
| +177% | +$1.36M | 0.42% | 56 |
|
|
2021
Q2 | $849K | Hold |
3,992
| – | – | 0.12% | 129 |
|
|
2021
Q1 | $815K | Hold |
3,992
| – | – | 0.13% | 128 |
|
|
2020
Q4 | $737K | Hold |
3,992
| – | – | 0.13% | 124 |
|
|
2020
Q3 | $667K | Buy |
3,992
+1,186
| +42% | +$198K | 0.14% | 113 |
|
|
2020
Q2 | $456K | Hold |
2,806
| – | – | 0.14% | 119 |
|
|
2020
Q1 | $485K | Hold |
2,806
| – | – | 0.2% | 95 |
|
|
2019
Q4 | $570K | Buy |
+2,806
| New | +$570K | 0.18% | 91 |
|