Regent Peak Wealth Advisors’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
Q3 | $400K | Buy |
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|
2025
Q1 | $372K | Sell |
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|
2024
Q4 | $336K | Buy |
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|
2024
Q3 | $317K | Buy |
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|
2024
Q2 | $281K | Sell |
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|
2024
Q1 | $326K | Sell |
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|
2023
Q4 | $354K | Buy |
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|
2023
Q3 | $331K | Buy |
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|
2023
Q2 | $302K | Buy |
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|
2023
Q1 | $302K | Buy |
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|
2022
Q4 | $263K | Sell |
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|
2022
Q3 | $280K | Buy |
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|
2022
Q2 | $319K | Sell |
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|
2022
Q1 | $378K | Buy |
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|
2021
Q4 | $354K | Buy |
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|
2021
Q3 | $289K | Sell |
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|
2021
Q2 | $324K | Buy |
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|
2021
Q1 | $306K | Buy |
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|
2020
Q4 | $264K | Sell |
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|
2020
Q3 | $253K | Sell |
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|
2020
Q2 | $248K | Sell |
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|
2020
Q1 | $309K | Sell |
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|
2019
Q4 | $467K | Buy |
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