Mission 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
$1.21M Buy
4,373
+194
+5% +$53.5K 0.03% 281
2025
Q1
$1.11M Buy
4,179
+10
+0.2% +$2.65K 0.03% 265
2024
Q4
$968K Sell
4,169
-6,287
-60% -$1.46M 0.02% 282
2024
Q3
$2.31M Sell
10,456
-203
-2% -$44.8K 0.06% 162
2024
Q2
$2.1M Buy
10,659
+80
+0.8% +$15.7K 0.06% 157
2024
Q1
$2.28M Buy
10,579
+86
+0.8% +$18.5K 0.06% 160
2023
Q4
$2.21M Sell
10,493
-297
-3% -$62.6K 0.07% 136
2023
Q3
$2.16M Buy
10,790
+15
+0.1% +$3K 0.08% 117
2023
Q2
$2M Sell
10,775
-1,403
-12% -$260K 0.08% 129
2023
Q1
$2.33M Buy
12,178
+111
+0.9% +$21.3K 0.1% 114
2022
Q4
$2.03M Sell
12,067
-1,062
-8% -$179K 0.1% 120
2022
Q3
$2.33M Buy
13,129
+87
+0.7% +$15.4K 0.12% 95
2022
Q2
$2.67M Buy
13,042
+19
+0.1% +$3.89K 0.14% 88
2022
Q1
$3.1M Sell
13,023
-70
-0.5% -$16.7K 0.14% 85
2021
Q4
$2.99M Sell
13,093
-91
-0.7% -$20.8K 0.13% 80
2021
Q3
$2.55M Sell
13,184
-1,925
-13% -$372K 0.13% 84
2021
Q2
$3.21M Buy
15,109
+47
+0.3% +$10K 0.17% 68
2021
Q1
$3.08M Buy
15,062
+23
+0.2% +$4.7K 0.18% 64
2020
Q4
$2.74M Sell
15,039
-2,409
-14% -$439K 0.17% 68
2020
Q3
$2.92M Sell
17,448
-8
-0% -$1.34K 0.22% 56
2020
Q2
$2.84M Buy
17,456
+18
+0.1% +$2.93K 0.24% 56
2020
Q1
$3.02M Sell
17,438
-24
-0.1% -$4.15K 0.33% 42
2019
Q4
$3.51M Buy
17,462
+18
+0.1% +$3.61K 0.34% 44
2019
Q3
$3.69M Sell
17,444
-18
-0.1% -$3.81K 0.39% 37
2019
Q2
$3.39M Sell
17,462
-92
-0.5% -$17.9K 0.38% 40
2019
Q1
$2.89M Buy
17,554
+5
+0% +$823 0.34% 42
2018
Q4
$3.3M Hold
17,549
0.43% 35
2018
Q3
$2.99M Sell
17,549
-70
-0.4% -$11.9K 0.39% 38
2018
Q2
$2.89M Buy
17,619
+124
+0.7% +$20.3K 0.43% 37
2018
Q1
$2.83M Hold
17,495
0.46% 30
2017
Q4
$2.56M Sell
17,495
-200
-1% -$29.2K 0.44% 34
2017
Q3
$2.4M Hold
17,695
0.44% 32
2017
Q2
$2.22M Hold
17,695
0.42% 33
2017
Q1
$2.1M Sell
17,695
-36
-0.2% -$4.28K 0.41% 35
2016
Q4
$2.05M Sell
17,731
-120
-0.7% -$13.8K 0.41% 34
2016
Q3
$1.87M Buy
17,851
+36
+0.2% +$3.76K 0.45% 30
2016
Q2
$1.74M Hold
17,815
0.46% 27
2016
Q1
$1.71M Buy
+17,815
New +$1.71M 0.46% 29