SimplyRich’s CME Group CME Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.25M Hold
8,172
0.63% 31
2025
Q1
$2.17M Hold
8,172
0.63% 32
2024
Q4
$1.9M Buy
8,172
+106
+1% +$24.6K 0.54% 41
2024
Q3
$1.78M Buy
8,066
+399
+5% +$88K 0.5% 46
2024
Q2
$1.51M Buy
7,667
+50
+0.7% +$9.83K 0.48% 49
2024
Q1
$1.64M Buy
7,617
+10
+0.1% +$2.15K 0.53% 44
2023
Q4
$1.6M Buy
7,607
+20
+0.3% +$4.21K 0.55% 41
2023
Q3
$1.52M Sell
7,587
-37
-0.5% -$7.41K 0.74% 37
2023
Q2
$1.41M Sell
7,624
-6
-0.1% -$1.11K 0.5% 49
2023
Q1
$1.46M Buy
7,630
+35
+0.5% +$6.7K 0.55% 44
2022
Q4
$1.28M Hold
7,595
0.51% 48
2022
Q3
$1.35M Sell
7,595
-43
-0.6% -$7.62K 0.61% 39
2022
Q2
$1.56M Sell
7,638
-1,029
-12% -$211K 0.65% 34
2022
Q1
$2.06M Buy
8,667
+84
+1% +$20K 0.72% 33
2021
Q4
$1.96M Buy
8,583
+388
+5% +$88.6K 0.65% 33
2021
Q3
$1.58M Buy
8,195
+226
+3% +$43.7K 0.58% 44
2021
Q2
$1.69M Buy
7,969
+242
+3% +$51.4K 0.78% 39
2021
Q1
$1.58M Buy
7,727
+4,539
+142% +$927K 0.63% 44
2020
Q4
$580K Sell
3,188
-172
-5% -$31.3K 0.26% 85
2020
Q3
$562K Buy
3,360
+264
+9% +$44.2K 0.28% 83
2020
Q2
$502K Hold
3,096
0.28% 85
2020
Q1
$539K Sell
3,096
-350
-10% -$60.9K 0.36% 72
2019
Q4
$686K Hold
3,446
0.34% 80
2019
Q3
$737K Hold
3,446
0.4% 75
2019
Q2
$669K Buy
+3,446
New +$669K 0.37% 79
2018
Q4
Sell
-4,546
Closed -$774K 91
2018
Q3
$774K Buy
4,546
+29
+0.6% +$4.94K 0.42% 76
2018
Q2
$740K Buy
4,517
+188
+4% +$30.8K 0.42% 76
2018
Q1
$700K Buy
4,329
+418
+11% +$67.6K 0.39% 84
2017
Q4
$571K Buy
+3,911
New +$571K 0.32% 110