Wealthspire Advisors (New York)’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
Q3 | $60.9M | Sell |
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|
2025
Q2 | $62.1M | Buy |
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|
2025
Q1 | $40.6M | Sell |
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|
2024
Q4 | $35.6M | Sell |
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|
2024
Q3 | $36.5M | Buy |
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|
2024
Q2 | $31.9M | Sell |
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|
2024
Q1 | $35.2M | Sell |
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|
2023
Q4 | $34.6M | Sell |
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|
2023
Q3 | $36.9M | Sell |
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|
2023
Q2 | $34.9M | Sell |
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|
2023
Q1 | $37.2M | Buy |
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|
2022
Q4 | $25.4M | Sell |
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|
2022
Q3 | $30.8M | Sell |
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|
2022
Q2 | $40.1M | Buy |
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|
2022
Q1 | $22.6M | Sell |
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|
2021
Q4 | $48.1M | Sell |
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|
2021
Q3 | $42.4M | Buy |
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|
2021
Q2 | $31.5M | Sell |
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|
2021
Q1 | $32M | Sell |
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|
2020
Q4 | $28.7M | Buy |
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|
2020
Q3 | $15.3M | Buy |
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|
2020
Q2 | $14.8M | Buy |
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|
2020
Q1 | $10.9M | Buy |
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|
2019
Q4 | $10.4M | Buy |
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|
2019
Q3 | $10.9M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $128K | Buy |
|