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