Williams Jones 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 | $520K | Hold |
1,888
| – | – | 0.01% | 342 |
|
|
2025
Q1 | $501K | Sell |
1,888
-2,700
| -59% | -$716K | 0.01% | 333 |
|
|
2024
Q4 | $1.07M | Sell |
4,588
-1
| -0% | -$232 | 0.01% | 249 |
|
|
2024
Q3 | $1.01M | Sell |
4,589
-2
| -0% | -$441 | 0.01% | 260 |
|
|
2024
Q2 | $903K | Sell |
4,591
-1,075
| -19% | -$211K | 0.01% | 265 |
|
|
2024
Q1 | $1.22M | Hold |
5,666
| – | – | 0.02% | 244 |
|
|
2023
Q4 | $1.19M | Buy |
5,666
+2,675
| +89% | +$563K | 0.02% | 241 |
|
|
2023
Q3 | $599K | Sell |
2,991
-6
| -0.2% | -$1.2K | 0.01% | 315 |
|
|
2023
Q2 | $555K | Sell |
2,997
-455
| -13% | -$84.3K | 0.01% | 328 |
|
|
2023
Q1 | $661K | Sell |
3,452
-1,895
| -35% | -$363K | 0.01% | 325 |
|
|
2022
Q4 | $899K | Sell |
5,347
-10
| -0.2% | -$1.68K | 0.02% | 284 |
|
|
2022
Q3 | $949K | Sell |
5,357
-59
| -1% | -$10.5K | 0.02% | 275 |
|
|
2022
Q2 | $1.11M | Buy |
5,416
+1,065
| +24% | +$218K | 0.02% | 258 |
|
|
2022
Q1 | $1.04M | Sell |
4,351
-1,364
| -24% | -$324K | 0.01% | 257 |
|
|
2021
Q4 | $1.31M | Sell |
5,715
-550
| -9% | -$126K | 0.02% | 240 |
|
|
2021
Q3 | $1.21M | Sell |
6,265
-76
| -1% | -$14.7K | 0.02% | 232 |
|
|
2021
Q2 | $1.35M | Sell |
6,341
-15
| -0.2% | -$3.19K | 0.02% | 228 |
|
|
2021
Q1 | $1.3M | Sell |
6,356
-2,320
| -27% | -$474K | 0.02% | 220 |
|
|
2020
Q4 | $1.58M | Sell |
8,676
-1,610
| -16% | -$293K | 0.03% | 202 |
|
|
2020
Q3 | $1.72M | Sell |
10,286
-255
| -2% | -$42.7K | 0.03% | 173 |
|
|
2020
Q2 | $1.71M | Buy |
10,541
+1,885
| +22% | +$306K | 0.04% | 166 |
|
|
2020
Q1 | $1.5M | Buy |
8,656
+6,105
| +239% | +$1.06M | 0.04% | 148 |
|
|
2019
Q4 | $512K | Buy |
2,551
+75
| +3% | +$15.1K | 0.01% | 274 |
|
|
2019
Q3 | $523K | Buy |
+2,476
| New | +$523K | 0.01% | 265 |
|