Robertson Stephens Wealth Management’s CME Group CME Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$307K Buy
1,113
+23
+2% +$6.34K 0.01% 451
2025
Q1
$289K Sell
1,090
-20
-2% -$5.31K 0.01% 451
2024
Q4
$264K Buy
1,110
+13
+1% +$3.09K 0.01% 491
2024
Q3
$242K Buy
+1,097
New +$242K 0.01% 558