Principle Wealth Partners’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
Q2 | $713K | Buy |
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|
2025
Q1 | $588K | Hold |
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|
2024
Q4 | $515K | Buy |
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|
2024
Q3 | $485K | Hold |
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|
2024
Q2 | $433K | Hold |
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|
2024
Q1 | $474K | Hold |
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|
2023
Q4 | $463K | Hold |
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|
2023
Q3 | $440K | Sell |
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|
2023
Q2 | $415K | Buy |
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|
2023
Q1 | $421K | Sell |
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|
2022
Q4 | $500K | Sell |
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|
2022
Q3 | $562 | Hold |
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|
2022
Q2 | $650K | Hold |
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|
2022
Q1 | $755K | Hold |
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|
2021
Q4 | $725K | Hold |
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|
2021
Q3 | $614K | Hold |
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|
2021
Q2 | $675K | Hold |
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|
2021
Q1 | $648K | Buy |
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|
2020
Q4 | $487K | Hold |
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|
2020
Q3 | $448K | Sell |
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|
2020
Q2 | $443K | Hold |
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|
2020
Q1 | $471K | Buy |
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|
2019
Q4 | $532K | Hold |
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|
2019
Q3 | $560K | Hold |
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|
2019
Q2 | $514K | Sell |
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|
2019
Q1 | $469K | Hold |
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|
2018
Q4 | $536K | Buy |
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