Modera Wealth Management’s CME Group CME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.22M | Buy |
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|
2025
Q1 | $1.64M | Buy |
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|
2024
Q4 | $1.12M | Buy |
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|
2024
Q3 | $1.04M | Buy |
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|
2024
Q2 | $898K | Buy |
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|
2024
Q1 | $980K | Buy |
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|
2023
Q4 | $951K | Sell |
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|
2023
Q3 | $1.02M | Buy |
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|
2023
Q2 | $889K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $347K | Sell |
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|
2021
Q4 | $568K | Buy |
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|
2021
Q3 | $282K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $205K | Buy |
|