Marcum Wealth’s CME Group CME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $664K | Sell |
2,504
-159
| -6% | -$42.2K | 0.06% | 158 |
|
|
2024
Q4 | $618K | Buy |
2,663
+504
| +23% | +$117K | 0.05% | 164 |
|
|
2024
Q3 | $476K | Sell |
2,159
-548
| -20% | -$121K | 0.04% | 207 |
|
|
2024
Q2 | $532K | Buy |
2,707
+94
| +4% | +$18.5K | 0.05% | 181 |
|
|
2024
Q1 | $563K | Buy |
2,613
+95
| +4% | +$20.5K | 0.06% | 175 |
|
|
2023
Q4 | $530K | Buy |
2,518
+918
| +57% | +$193K | 0.06% | 176 |
|
|
2023
Q3 | $320K | Sell |
1,600
-17
| -1% | -$3.4K | 0.04% | 235 |
|
|
2023
Q2 | $300K | Sell |
1,617
-886
| -35% | -$164K | 0.04% | 248 |
|
|
2023
Q1 | $479K | Buy |
2,503
+680
| +37% | +$130K | 0.06% | 182 |
|
|
2022
Q4 | $307K | Sell |
1,823
-471
| -21% | -$79.2K | 0.04% | 238 |
|
|
2022
Q3 | $406K | Buy |
2,294
+47
| +2% | +$8.32K | 0.06% | 183 |
|
|
2022
Q2 | $460K | Buy |
2,247
+538
| +31% | +$110K | 0.07% | 168 |
|
|
2022
Q1 | $407K | Buy |
1,709
+112
| +7% | +$26.7K | 0.06% | 193 |
|
|
2021
Q4 | $365K | Buy |
1,597
+168
| +12% | +$38.4K | 0.05% | 213 |
|
|
2021
Q3 | $276K | Buy |
1,429
+131
| +10% | +$25.3K | 0.04% | 253 |
|
|
2021
Q2 | $276K | Buy |
1,298
+50
| +4% | +$10.6K | 0.04% | 230 |
|
|
2021
Q1 | $255K | Buy |
+1,248
| New | +$255K | 0.04% | 248 |
|