Montag & Associates’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
Q3 | $65.9K | Buy |
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|
2025
Q2 | $62K | Sell |
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|
2025
Q1 | $120K | Buy |
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|
2024
Q4 | $102K | Sell |
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|
2024
Q3 | $154K | Hold |
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|
2024
Q2 | $137K | Buy |
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|
2024
Q1 | $92.6K | Hold |
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|
2023
Q4 | $92.8K | Buy |
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|
2023
Q3 | $68.1K | Hold |
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|
2023
Q2 | $63K | Buy |
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|
2023
Q1 | $47.9K | Hold |
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|
2022
Q4 | $43.2K | Hold |
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|
2022
Q3 | $44K | Hold |
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|
2022
Q2 | $51K | Hold |
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|
2022
Q1 | $59K | Hold |
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|
2021
Q4 | $57K | Hold |
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|
2021
Q3 | $48K | Hold |
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|
2021
Q2 | $53K | Hold |
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|
2021
Q1 | $51K | Hold |
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|
2020
Q4 | $46K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $546K | Buy |
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|
2018
Q3 | $430K | Hold |
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|
2018
Q2 | $414K | Hold |
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|
2018
Q1 | $409K | Hold |
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|
2017
Q4 | $369K | Sell |
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|
2017
Q3 | $980K | Sell |
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|
2017
Q2 | $918K | Buy |
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|
2017
Q1 | $653K | Buy |
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|
2016
Q4 | $217K | Buy |
|