Meridian 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 | $605K | Sell |
2,196
-176
| -7% | -$48.5K | 0.1% | 110 |
|
2025
Q1 | $629K | Sell |
2,372
-394
| -14% | -$105K | 0.11% | 98 |
|
2024
Q4 | $642K | Hold |
2,766
| – | – | 0.11% | 101 |
|
2024
Q3 | $610K | Buy |
2,766
+1
| +0% | +$221 | 0.1% | 99 |
|
2024
Q2 | $544K | Buy |
2,765
+108
| +4% | +$21.2K | 0.1% | 107 |
|
2024
Q1 | $572K | Sell |
2,657
-168
| -6% | -$36.2K | 0.11% | 103 |
|
2023
Q4 | $595K | Sell |
2,825
-53
| -2% | -$11.2K | 0.13% | 101 |
|
2023
Q3 | $576K | Sell |
2,878
-49
| -2% | -$9.81K | 0.14% | 99 |
|
2023
Q2 | $542K | Sell |
2,927
-740
| -20% | -$137K | 0.13% | 104 |
|
2023
Q1 | $702K | Sell |
3,667
-196
| -5% | -$37.5K | 0.18% | 96 |
|
2022
Q4 | $650K | Buy |
3,863
+1
| +0% | +$168 | 0.17% | 100 |
|
2022
Q3 | $684K | Buy |
3,862
+234
| +6% | +$41.4K | 0.19% | 93 |
|
2022
Q2 | $743K | Buy |
3,628
+253
| +7% | +$51.8K | 0.2% | 96 |
|
2022
Q1 | $803K | Sell |
3,375
-118
| -3% | -$28.1K | 0.19% | 100 |
|
2021
Q4 | $798K | Buy |
3,493
+10
| +0.3% | +$2.29K | 0.19% | 96 |
|
2021
Q3 | $674K | Buy |
3,483
+46
| +1% | +$8.9K | 0.19% | 96 |
|
2021
Q2 | $731K | Buy |
3,437
+210
| +7% | +$44.7K | 0.21% | 93 |
|
2021
Q1 | $659K | Buy |
3,227
+55
| +2% | +$11.2K | 0.22% | 90 |
|
2020
Q4 | $578K | Buy |
3,172
+18
| +0.6% | +$3.28K | 0.21% | 97 |
|
2020
Q3 | $528K | Buy |
3,154
+954
| +43% | +$160K | 0.23% | 95 |
|
2020
Q2 | $358K | Sell |
2,200
-30
| -1% | -$4.88K | 0.17% | 114 |
|
2020
Q1 | $386K | Sell |
2,230
-122
| -5% | -$21.1K | 0.21% | 87 |
|
2019
Q4 | $472K | Hold |
2,352
| – | – | 0.19% | 98 |
|
2019
Q3 | $497K | Hold |
2,352
| – | – | 0.21% | 89 |
|
2019
Q2 | $496K | Sell |
2,352
-160
| -6% | -$33.7K | 0.35% | 66 |
|
2019
Q1 | $413K | Hold |
2,512
| – | – | 0.3% | 71 |
|
2018
Q4 | $473K | Buy |
+2,512
| New | +$473K | 0.36% | 53 |
|