Principle Wealth Partners’s CME Group CME Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $713K | Buy |
2,586
+368
| +17% | +$101K | 0.04% | 190 |
|
|
2025
Q1 | $588K | Hold |
2,218
| – | – | 0.04% | 206 |
|
|
2024
Q4 | $515K | Buy |
2,218
+18
| +0.8% | +$4.18K | 0.04% | 217 |
|
|
2024
Q3 | $485K | Hold |
2,200
| – | – | 0.03% | 228 |
|
|
2024
Q2 | $433K | Hold |
2,200
| – | – | 0.03% | 237 |
|
|
2024
Q1 | $474K | Hold |
2,200
| – | – | 0.04% | 226 |
|
|
2023
Q4 | $463K | Hold |
2,200
| – | – | 0.04% | 213 |
|
|
2023
Q3 | $440K | Sell |
2,200
-37
| -2% | -$7.41K | 0.04% | 211 |
|
|
2023
Q2 | $415K | Buy |
2,237
+37
| +2% | +$6.86K | 0.04% | 222 |
|
|
2023
Q1 | $421K | Sell |
2,200
-775
| -26% | -$148K | 0.05% | 213 |
|
|
2022
Q4 | $500K | Sell |
2,975
-200
| -6% | -$33.6K | 0.06% | 189 |
|
|
2022
Q3 | $562 | Hold |
3,175
| – | – | 0.05% | 168 |
|
|
2022
Q2 | $650K | Hold |
3,175
| – | – | 0.08% | 172 |
|
|
2022
Q1 | $755K | Hold |
3,175
| – | – | 0.08% | 165 |
|
|
2021
Q4 | $725K | Hold |
3,175
| – | – | 0.08% | 165 |
|
|
2021
Q3 | $614K | Hold |
3,175
| – | – | 0.07% | 177 |
|
|
2021
Q2 | $675K | Hold |
3,175
| – | – | 0.08% | 172 |
|
|
2021
Q1 | $648K | Buy |
3,175
+500
| +19% | +$102K | 0.08% | 166 |
|
|
2020
Q4 | $487K | Hold |
2,675
| – | – | 0.06% | 180 |
|
|
2020
Q3 | $448K | Sell |
2,675
-50
| -2% | -$8.37K | 0.12% | 93 |
|
|
2020
Q2 | $443K | Hold |
2,725
| – | – | 0.13% | 92 |
|
|
2020
Q1 | $471K | Buy |
2,725
+75
| +3% | +$13K | 0.18% | 83 |
|
|
2019
Q4 | $532K | Hold |
2,650
| – | – | 0.17% | 95 |
|
|
2019
Q3 | $560K | Hold |
2,650
| – | – | 0.19% | 91 |
|
|
2019
Q2 | $514K | Sell |
2,650
-200
| -7% | -$38.8K | 0.26% | 71 |
|
|
2019
Q1 | $469K | Hold |
2,850
| – | – | 0.27% | 66 |
|
|
2018
Q4 | $536K | Buy |
+2,850
| New | +$536K | 0.45% | 51 |
|