LW
Linscomb Wealth’s CME Group CME Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.21M | Buy |
+15,282
| New | +$4.21M | 0.19% | 103 |
|
|
2021
Q1 | – | Sell |
-1,112
| Closed | -$202K | – | 328 |
|
|
2020
Q4 | $202K | Buy |
+1,112
| New | +$202K | 0.01% | 301 |
|
|
2014
Q3 | – | Sell |
-18,339
| Closed | -$1.3M | – | 283 |
|
|
2014
Q2 | $1.3M | Buy |
18,339
+3,147
| +21% | +$223K | 0.14% | 97 |
|
|
2014
Q1 | $1.13M | Buy |
15,192
+2,032
| +15% | +$150K | 0.12% | 102 |
|
|
2013
Q4 | $1.03M | Buy |
13,160
+1,943
| +17% | +$153K | 0.13% | 100 |
|
|
2013
Q3 | $829K | Buy |
11,217
+755
| +7% | +$55.8K | 0.11% | 104 |
|
|
2013
Q2 | $795K | Buy |
+10,462
| New | +$795K | 0.11% | 107 |
|