Ritholtz Wealth Management’s CME Group CME Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.5M | Buy |
5,455
+1,004
| +23% | +$277K | 0.03% | 364 |
|
|
2025
Q1 | $1.18M | Buy |
4,451
+416
| +10% | +$110K | 0.04% | 365 |
|
|
2024
Q4 | $937K | Buy |
4,035
+417
| +12% | +$96.8K | 0.03% | 378 |
|
|
2024
Q3 | $798K | Sell |
3,618
-545
| -13% | -$120K | 0.02% | 427 |
|
|
2024
Q2 | $818K | Sell |
4,163
-804
| -16% | -$158K | 0.03% | 401 |
|
|
2024
Q1 | $1.07M | Sell |
4,967
-1,132
| -19% | -$244K | 0.04% | 342 |
|
|
2023
Q4 | $1.28M | Buy |
6,099
+340
| +6% | +$71.6K | 0.05% | 255 |
|
|
2023
Q3 | $1.15M | Buy |
5,759
+3,763
| +189% | +$753K | 0.05% | 242 |
|
|
2023
Q2 | $370K | Sell |
1,996
-592
| -23% | -$110K | 0.02% | 493 |
|
|
2023
Q1 | $496K | Buy |
2,588
+434
| +20% | +$83.1K | 0.02% | 405 |
|
|
2022
Q4 | $362K | Sell |
2,154
-2,284
| -51% | -$384K | 0.02% | 425 |
|
|
2022
Q3 | $786K | Buy |
4,438
+1,174
| +36% | +$208K | 0.04% | 298 |
|
|
2022
Q2 | $668K | Buy |
3,264
+152
| +5% | +$31.1K | 0.04% | 254 |
|
|
2022
Q1 | $740K | Buy |
3,112
+1,712
| +122% | +$407K | 0.05% | 237 |
|
|
2021
Q4 | $320K | Buy |
+1,400
| New | +$320K | 0.02% | 394 |
|
|
2021
Q3 | – | Sell |
-1,184
| Closed | -$252K | – | 522 |
|
|
2021
Q2 | $252K | Buy |
+1,184
| New | +$252K | 0.02% | 407 |
|