Peterson Wealth Services’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 | $2.71M | Buy |
9,846
+176
| +2% | +$48.5K | 0.74% | 36 |
|
|
2025
Q1 | $2.57M | Buy |
9,670
+983
| +11% | +$261K | 0.79% | 38 |
|
|
2024
Q4 | $2.02M | Buy |
8,687
+540
| +7% | +$125K | 0.61% | 43 |
|
|
2024
Q3 | $1.8M | Buy |
8,147
+773
| +10% | +$171K | 0.57% | 48 |
|
|
2024
Q2 | $1.45M | Buy |
7,374
+303
| +4% | +$59.6K | 0.51% | 51 |
|
|
2024
Q1 | $1.52M | Buy |
7,071
+607
| +9% | +$131K | 0.55% | 50 |
|
|
2023
Q4 | $1.36M | Buy |
6,464
+236
| +4% | +$49.7K | 0.58% | 48 |
|
|
2023
Q3 | $1.25M | Buy |
6,228
+237
| +4% | +$47.5K | 0.93% | 36 |
|
|
2023
Q2 | $1.11M | Buy |
5,991
+90
| +2% | +$16.7K | 0.53% | 54 |
|
|
2023
Q1 | $1.13M | Buy |
5,901
+1,415
| +32% | +$271K | 0.58% | 54 |
|
|
2022
Q4 | $754K | Buy |
4,486
+599
| +15% | +$101K | 0.43% | 60 |
|
|
2022
Q3 | $689K | Buy |
3,887
+1,151
| +42% | +$204K | 0.49% | 56 |
|
|
2022
Q2 | $560K | Buy |
2,736
+466
| +21% | +$95.4K | 0.4% | 50 |
|
|
2022
Q1 | $540K | Buy |
2,270
+471
| +26% | +$112K | 0.33% | 49 |
|
|
2021
Q4 | $411K | Buy |
+1,799
| New | +$411K | 0.27% | 53 |
|