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 |
|