Loring Wolcott & Coolidge Fiduciary 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
Q2 | – | Sell |
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|
2025
Q1 | $1.83K | Hold |
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|
2024
Q4 | $1.66K | Sell |
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|
2024
Q3 | $6.2K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $67K | Hold |
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|
2022
Q4 | $58.9K | Sell |
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|
2022
Q3 | $63K | Sell |
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|
2022
Q2 | $78K | Buy |
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|
2022
Q1 | $90K | Hold |
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|
2021
Q4 | $87K | Hold |
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|
2021
Q3 | $73K | Sell |
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|
2021
Q2 | $313K | Hold |
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|
2021
Q1 | $300K | Sell |
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|
2020
Q4 | $425K | Buy |
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|
2020
Q3 | $387K | Sell |
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|
2020
Q2 | $431K | Buy |
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|
2020
Q1 | $453K | Buy |
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|
2019
Q4 | $500K | Hold |
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|
2019
Q3 | $526K | Sell |
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|
2019
Q2 | $489K | Hold |
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|
2019
Q1 | $415K | Sell |
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|
2018
Q4 | $837K | Hold |
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|
2018
Q3 | $757K | Hold |
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|
2018
Q2 | $729K | Buy |
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|
2018
Q1 | $301K | Buy |
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|
2017
Q4 | $26K | Sell |
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|
2017
Q3 | $26K | Buy |
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|
2017
Q2 | $21K | Hold |
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|
2017
Q1 | $21K | Hold |
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|
2016
Q4 | $20K | Hold |
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|
2016
Q3 | $18K | Hold |
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|
2016
Q2 | $17K | Hold |
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|
2016
Q1 | $17K | Hold |
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|
2015
Q4 | $16K | Sell |
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|
2015
Q3 | $874K | Hold |
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|
2015
Q2 | $874K | Sell |
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|
2015
Q1 | $940K | Buy |
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|
2014
Q4 | $16K | Hold |
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|
2014
Q3 | $14K | Hold |
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|
2014
Q2 | $12K | Hold |
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|
2014
Q1 | $13K | Hold |
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|
2013
Q4 | $14K | Hold |
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|
2013
Q3 | $13K | Hold |
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|
2013
Q2 | $13K | Buy |
|