RMR Wealth Builders’s CME Group CME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.65M | Buy |
5,600
+2
| +0% | +$594 | 0.13% | 88 |
|
|
2025
Q4 | $1.53M | Sell |
5,598
-1,085
| -16% | -$295K | 0.12% | 91 |
|
|
2025
Q3 | $1.81M | Buy |
6,683
+151
| +2% | +$41.1K | 0.15% | 81 |
|
|
2025
Q2 | $1.8M | Buy |
6,532
+28
| +0.4% | +$7.61K | 0.16% | 82 |
|
|
2025
Q1 | $1.73M | Buy |
6,504
+12
| +0.2% | +$2.96K | 0.18% | 77 |
|
|
2024
Q4 | $1.51M | Hold |
6,492
| – | – | 0.16% | 81 |
|
|
2024
Q3 | $1.43M | Hold |
6,492
| – | – | 0.15% | 83 |
|
|
2024
Q2 | $1.28M | Hold |
6,492
| – | – | 0.15% | 82 |
|
|
2024
Q1 | $1.4M | Sell |
6,492
-21
| -0.3% | -$4.41K | 0.17% | 76 |
|
|
2023
Q4 | $1.37M | Buy |
6,513
+21
| +0.3% | +$4.48K | 0.19% | 63 |
|
|
2023
Q3 | $1.3M | Hold |
6,492
| – | – | 0.21% | 56 |
|
|
2023
Q2 | $1.2M | Buy |
6,492
+1,194
| +23% | +$221K | 0.2% | 56 |
|
|
2023
Q1 | $1.01M | Hold |
5,298
| – | – | 0.19% | 60 |
|
|
2022
Q4 | $891K | Hold |
5,298
| – | – | 0.2% | 61 |
|
|
2022
Q3 | $938K | Hold |
5,298
| – | – | 0.23% | 50 |
|
|
2022
Q2 | $1.08M | Sell |
5,298
-1,302
| -20% | -$276K | 0.27% | 53 |
|
|
2022
Q1 | $1.57M | Buy |
+6,600
| New | +$1.55M | 0.34% | 53 |
|
|
2021
Q4 | – | Sell |
-7,916
| Closed | -$1.53M | – | 139 |
|
|
2021
Q3 | $1.53M | Hold |
7,916
| – | – | 0.45% | 36 |
|
|
2021
Q2 | $1.68M | Hold |
7,916
| – | – | 0.55% | 30 |
|
|
2021
Q1 | $1.62M | Hold |
7,916
| – | – | 0.42% | 37 |
|
|
2020
Q4 | $1.44M | Hold |
7,916
| – | – | 0.71% | 29 |
|
|
2020
Q3 | $1.32M | Hold |
7,916
| – | – | 0.34% | 50 |
|
|
2020
Q2 | $1.29M | Buy |
+7,916
| New | +$1.42M | 1.15% | 20 |
|
|
2019
Q4 | $1.6M | Buy |
+7,958
| New | +$1.63M | 1.54% | 15 |
|
Other funds holding CME
VCM
VPM
