Waverly Advisors’s CME Group CME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.4M | Buy |
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|
2025
Q1 | $5.69M | Buy |
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|
2024
Q4 | $2.51M | Buy |
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|
2024
Q3 | $1.81M | Sell |
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|
2024
Q2 | $1.62M | Buy |
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|
2024
Q1 | $1.77M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $387K | Sell |
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|
2017
Q3 | $367K | Hold |
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|
2017
Q2 | $338K | Sell |
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|
2017
Q1 | $324K | Buy |
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|
2016
Q4 | $231K | Sell |
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|
2016
Q3 | $211K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $213K | Hold |
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|
2015
Q4 | $201K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $334K | Sell |
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|
2014
Q2 | $307K | Buy |
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|
2014
Q1 | $300K | Hold |
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|
2013
Q4 | $318K | Buy |
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|
2013
Q3 | $17K | Buy |
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