MWM
Moran Wealth Management’s CME Group CME Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.3M | Sell |
77,114
-6,182
| -7% | -$1.7M | 0.66% | 37 |
|
|
2025
Q1 | $22.1M | Buy |
83,296
+11,643
| +16% | +$3.09M | 0.74% | 29 |
|
|
2024
Q4 | $16.6M | Buy |
71,653
+49,706
| +226% | +$11.5M | 0.53% | 62 |
|
|
2024
Q3 | $4.84M | Sell |
21,947
-19,385
| -47% | -$4.28M | 0.15% | 173 |
|
|
2024
Q2 | $8.13M | Buy |
41,332
+23,936
| +138% | +$4.71M | 0.27% | 123 |
|
|
2024
Q1 | $3.75M | Buy |
17,396
+5,079
| +41% | +$1.09M | 0.12% | 198 |
|
|
2023
Q4 | $2.59M | Buy |
12,317
+4,611
| +60% | +$971K | 0.09% | 232 |
|
|
2023
Q3 | $1.54M | Buy |
7,706
+2,614
| +51% | +$523K | 0.06% | 230 |
|
|
2023
Q2 | $943K | Buy |
5,092
+786
| +18% | +$146K | 0.04% | 253 |
|
|
2023
Q1 | $825K | Buy |
4,306
+731
| +20% | +$140K | 0.03% | 264 |
|
|
2022
Q4 | $601K | Buy |
+3,575
| New | +$601K | 0.02% | 284 |
|