Meridian Wealth Management’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
$590K Sell
2,141
-31
-1% -$8.55K 0.03% 410
2025
Q1
$576K Sell
2,172
-32
-1% -$8.49K 0.03% 385
2024
Q4
$512K Buy
2,204
+130
+6% +$30.2K 0.02% 400
2024
Q3
$458K Sell
2,074
-35
-2% -$7.72K 0.02% 423
2024
Q2
$415K Buy
+2,109
New +$415K 0.05% 196
2024
Q1
Sell
-2,204
Closed -$464K 246
2023
Q4
$464K Buy
2,204
+163
+8% +$34.3K 0.03% 400
2023
Q3
$409K Sell
2,041
-19
-0.9% -$3.8K 0.03% 401
2023
Q2
$382K Sell
2,060
-363
-15% -$67.3K 0.03% 378
2023
Q1
$464K Sell
2,423
-1,033
-30% -$198K 0.04% 333
2022
Q4
$581K Sell
3,456
-279
-7% -$46.9K 0.06% 283
2022
Q3
$662K Sell
3,735
-16
-0.4% -$2.84K 0.07% 238
2022
Q2
$768K Buy
3,751
+8
+0.2% +$1.64K 0.06% 279
2022
Q1
$890K Buy
3,743
+799
+27% +$190K 0.1% 166
2021
Q4
$672K Buy
2,944
+233
+9% +$53.2K 0.07% 201
2021
Q3
$524K Sell
2,711
-1,378
-34% -$266K 0.06% 215
2021
Q2
$870K Sell
4,089
-18
-0.4% -$3.83K 0.11% 157
2021
Q1
$839K Buy
4,107
+1,721
+72% +$352K 0.12% 154
2020
Q4
$434K Sell
2,386
-235
-9% -$42.7K 0.07% 208
2020
Q3
$438K Sell
2,621
-2,300
-47% -$384K 0.11% 151
2020
Q2
$799K Sell
4,921
-21
-0.4% -$3.41K 0.27% 82
2020
Q1
$854K Sell
4,942
-381
-7% -$65.8K 0.38% 55
2019
Q4
$1.07M Buy
5,323
+127
+2% +$25.5K 0.51% 40
2019
Q3
$1.1M Sell
5,196
-25
-0.5% -$5.28K 0.52% 32
2019
Q2
$10.1K Sell
5,221
-28
-0.5% -$54 0.41% 39
2019
Q1
$864K Sell
5,249
-12,119
-70% -$1.99M 0.39% 49
2018
Q4
$3.27M Buy
17,368
+11,090
+177% +$2.09M 1.92% 13
2018
Q3
$1.07M Sell
6,278
-87
-1% -$14.8K 0.46% 39
2018
Q2
$1.04M Sell
6,365
-6,842
-52% -$1.12M 0.49% 35
2018
Q1
$2.14M Buy
13,207
+8,625
+188% +$1.39M 1.07% 26
2017
Q4
$645K Buy
4,582
+53
+1% +$7.46K 0.4% 59
2017
Q3
$616K Buy
4,529
+1,880
+71% +$256K 0.39% 60
2017
Q2
$332K Sell
2,649
-1,880
-42% -$236K 0.21% 109
2017
Q1
$538K Buy
4,529
+588
+15% +$69.8K 0.32% 72
2016
Q4
$458K Buy
+3,941
New +$458K 0.36% 66