Western Pacific Wealth Management’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
$38.8K Sell
141
-73
-34% -$20.1K 0.04% 141
2025
Q1
$56.7K Hold
214
0.05% 126
2024
Q4
$49.6K Sell
214
-250
-54% -$58K 0.04% 142
2024
Q3
$102K Buy
464
+250
+117% +$55.1K 0.07% 121
2024
Q2
$42K Hold
214
0.03% 155
2024
Q1
$46K Sell
214
-309
-59% -$66.4K 0.03% 150
2023
Q4
$110K Buy
523
+88
+20% +$18.5K 0.08% 80
2023
Q3
$87.1K Hold
435
0.07% 92
2023
Q2
$80.6K Hold
435
0.06% 100
2023
Q1
$83.3K Hold
435
0.06% 97
2022
Q4
$73.1K Buy
435
+80
+23% +$13.5K 0.06% 99
2022
Q3
$62K Buy
355
+142
+67% +$24.8K 0.06% 79
2022
Q2
$43K Hold
213
0.04% 81
2022
Q1
$50K Hold
213
0.04% 90
2021
Q4
$48K Buy
+213
New +$48K 0.03% 112