Wealthspire Advisors (New York)’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 | $62.1M | Buy |
225,448
+72,244
| +47% | +$19.9M | 0.35% | 42 |
|
|
2025
Q1 | $40.6M | Sell |
153,204
-133
| -0.1% | -$35.3K | 0.24% | 55 |
|
|
2024
Q4 | $35.6M | Sell |
153,337
-12,264
| -7% | -$2.85M | 0.35% | 45 |
|
|
2024
Q3 | $36.5M | Buy |
165,601
+3,253
| +2% | +$718K | 0.37% | 47 |
|
|
2024
Q2 | $31.9M | Sell |
162,348
-992
| -0.6% | -$195K | 0.41% | 37 |
|
|
2024
Q1 | $35.2M | Sell |
163,340
-917
| -0.6% | -$197K | 0.47% | 36 |
|
|
2023
Q4 | $34.6M | Sell |
164,257
-19,961
| -11% | -$4.2M | 0.49% | 36 |
|
|
2023
Q3 | $36.9M | Sell |
184,218
-4,196
| -2% | -$840K | 0.61% | 30 |
|
|
2023
Q2 | $34.9M | Sell |
188,414
-5,616
| -3% | -$1.04M | 0.57% | 34 |
|
|
2023
Q1 | $37.2M | Buy |
194,030
+43,148
| +29% | +$8.26M | 0.64% | 31 |
|
|
2022
Q4 | $25.4M | Sell |
150,882
-22,751
| -13% | -$3.83M | 0.46% | 37 |
|
|
2022
Q3 | $30.8M | Sell |
173,633
-22,347
| -11% | -$3.96M | 0.64% | 30 |
|
|
2022
Q2 | $40.1M | Buy |
195,980
+101,020
| +106% | +$20.7M | 0.84% | 23 |
|
|
2022
Q1 | $22.6M | Sell |
94,960
-115,693
| -55% | -$27.5M | 0.51% | 31 |
|
|
2021
Q4 | $48.1M | Sell |
210,653
-8,685
| -4% | -$1.98M | 1.06% | 17 |
|
|
2021
Q3 | $42.4M | Buy |
219,338
+71,024
| +48% | +$13.7M | 0.88% | 21 |
|
|
2021
Q2 | $31.5M | Sell |
148,314
-8,147
| -5% | -$1.73M | 0.83% | 19 |
|
|
2021
Q1 | $32M | Sell |
156,461
-1,226
| -0.8% | -$250K | 0.76% | 22 |
|
|
2020
Q4 | $28.7M | Buy |
157,687
+66,335
| +73% | +$12.1M | 0.85% | 21 |
|
|
2020
Q3 | $15.3M | Buy |
91,352
+451
| +0.5% | +$75.5K | 0.91% | 17 |
|
|
2020
Q2 | $14.8M | Buy |
90,901
+27,711
| +44% | +$4.5M | 1.03% | 16 |
|
|
2020
Q1 | $10.9M | Buy |
63,190
+11,484
| +22% | +$1.99M | 0.46% | 32 |
|
|
2019
Q4 | $10.4M | Buy |
51,706
+302
| +0.6% | +$60.6K | 0.76% | 17 |
|
|
2019
Q3 | $10.9M | Buy |
+51,404
| New | +$10.9M | 0.89% | 14 |
|
|
2019
Q1 | – | Sell |
-680
| Closed | -$128K | – | 190 |
|
|
2018
Q4 | $128K | Buy |
+680
| New | +$128K | 0.01% | 94 |
|