Williams Jones Wealth Management’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 | $510K | Hold |
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|
2025
Q2 | $520K | Hold |
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|
2025
Q1 | $501K | Sell |
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|
2024
Q4 | $1.07M | Sell |
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|
2024
Q3 | $1.01M | Sell |
|
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|
2024
Q2 | $903K | Sell |
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|
2024
Q1 | $1.22M | Hold |
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|
2023
Q4 | $1.19M | Buy |
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|
2023
Q3 | $599K | Sell |
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|
2023
Q2 | $555K | Sell |
|
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|
2023
Q1 | $661K | Sell |
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|
2022
Q4 | $899K | Sell |
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|
2022
Q3 | $949K | Sell |
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|
2022
Q2 | $1.11M | Buy |
|
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|
2022
Q1 | $1.03M | Sell |
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|
2021
Q4 | $1.31M | Sell |
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|
2021
Q3 | $1.21M | Sell |
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|
2021
Q2 | $1.35M | Sell |
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|
2021
Q1 | $1.3M | Sell |
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|
2020
Q4 | $1.58M | Sell |
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|
2020
Q3 | $1.72M | Sell |
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|
2020
Q2 | $1.71M | Buy |
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|
2020
Q1 | $1.5M | Buy |
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|
2019
Q4 | $512K | Buy |
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|
2019
Q3 | $523K | Buy |
|