Plante Moran Financial Advisors’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 | $87.1K | Buy |
316
+38
| +14% | +$10.5K | 0.01% | 260 |
|
|
2025
Q1 | $73.8K | Sell |
278
-1,279
| -82% | -$339K | 0.01% | 285 |
|
|
2024
Q4 | $362K | Buy |
1,557
+53
| +4% | +$12.3K | 0.03% | 108 |
|
|
2024
Q3 | $332K | Buy |
1,504
+29
| +2% | +$6.4K | 0.03% | 123 |
|
|
2024
Q2 | $290K | Buy |
1,475
+1,250
| +556% | +$246K | 0.03% | 128 |
|
|
2024
Q1 | $48.4K | Buy |
+225
| New | +$48.4K | 0.01% | 344 |
|
|
2023
Q4 | – | Sell |
-25
| Closed | -$5.01K | – | 833 |
|
|
2023
Q3 | $5.01K | Buy |
+25
| New | +$5.01K | ﹤0.01% | 605 |
|
|
2023
Q1 | – | Sell |
-280
| Closed | -$47.1K | – | 817 |
|
|
2022
Q4 | $47.1K | Hold |
280
| – | – | 0.01% | 314 |
|
|
2022
Q3 | $50K | Sell |
280
-38
| -12% | -$6.79K | 0.01% | 305 |
|
|
2022
Q2 | $65K | Buy |
318
+8
| +3% | +$1.64K | 0.01% | 280 |
|
|
2022
Q1 | $74K | Sell |
310
-88
| -22% | -$21K | 0.01% | 271 |
|
|
2021
Q4 | $91K | Buy |
398
+88
| +28% | +$20.1K | 0.01% | 267 |
|
|
2021
Q3 | $60K | Sell |
310
-45
| -13% | -$8.71K | 0.01% | 349 |
|
|
2021
Q2 | $76K | Buy |
355
+18
| +5% | +$3.85K | 0.02% | 290 |
|
|
2021
Q1 | $69K | Sell |
337
-38
| -10% | -$7.78K | 0.02% | 296 |
|
|
2020
Q4 | $68K | Sell |
375
-34
| -8% | -$6.17K | 0.02% | 296 |
|
|
2020
Q3 | $68K | Sell |
409
-7
| -2% | -$1.16K | 0.02% | 273 |
|
|
2020
Q2 | $68K | Sell |
416
-95
| -19% | -$15.5K | 0.03% | 252 |
|
|
2020
Q1 | $88K | Buy |
511
+158
| +45% | +$27.2K | 0.04% | 201 |
|
|
2019
Q4 | $71K | Buy |
353
+56
| +19% | +$11.3K | 0.02% | 267 |
|
|
2019
Q3 | $63K | Buy |
297
+17
| +6% | +$3.61K | 0.02% | 305 |
|
|
2019
Q2 | $54K | Hold |
280
| – | – | 0.02% | 320 |
|
|
2019
Q1 | $46K | Hold |
280
| – | – | 0.01% | 351 |
|
|
2018
Q4 | $53K | Sell |
280
-22
| -7% | -$4.16K | 0.02% | 273 |
|
|
2018
Q3 | $51K | Buy |
302
+22
| +8% | +$3.72K | 0.02% | 282 |
|
|
2018
Q2 | $46K | Sell |
280
-181
| -39% | -$29.7K | 0.02% | 338 |
|
|
2018
Q1 | $75K | Sell |
461
-83
| -15% | -$13.5K | 0.04% | 270 |
|
|
2017
Q4 | $79K | Sell |
544
-7
| -1% | -$1.02K | 0.04% | 262 |
|
|
2017
Q3 | $75K | Hold |
551
| – | – | 0.04% | 245 |
|
|
2017
Q2 | $69K | Buy |
551
+5
| +0.9% | +$626 | 0.04% | 258 |
|
|
2017
Q1 | $65K | Buy |
546
+162
| +42% | +$19.3K | 0.04% | 270 |
|
|
2016
Q4 | $44K | Buy |
+384
| New | +$44K | 0.03% | 355 |
|
|
2016
Q3 | – | Sell |
-27
| Closed | -$3K | – | 940 |
|
|
2016
Q2 | $3K | Sell |
27
-86
| -76% | -$9.56K | ﹤0.01% | 709 |
|
|
2016
Q1 | $11K | Buy |
+113
| New | +$11K | 0.01% | 468 |
|