Wills Financial Group’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 | $787K | Sell |
2,857
-379
| -12% | -$104K | 0.34% | 41 |
|
|
2025
Q1 | $858K | Sell |
3,236
-315
| -9% | -$83.6K | 0.38% | 37 |
|
|
2024
Q4 | $825K | Buy |
3,551
+1
| +0% | +$232 | 0.36% | 41 |
|
|
2024
Q3 | $783K | Buy |
3,550
+129
| +4% | +$28.5K | 0.33% | 45 |
|
|
2024
Q2 | $673K | Buy |
3,421
+53
| +2% | +$10.4K | 0.31% | 43 |
|
|
2024
Q1 | $725K | Buy |
3,368
+413
| +14% | +$88.9K | 0.34% | 40 |
|
|
2023
Q4 | $622K | Sell |
2,955
-15
| -0.5% | -$3.16K | 0.31% | 42 |
|
|
2023
Q3 | $595K | Buy |
2,970
+32
| +1% | +$6.41K | 0.32% | 51 |
|
|
2023
Q2 | $544K | Sell |
2,938
-79
| -3% | -$14.6K | 0.28% | 50 |
|
|
2023
Q1 | $578K | Sell |
3,017
-300
| -9% | -$57.5K | 0.31% | 47 |
|
|
2022
Q4 | $558K | Buy |
+3,317
| New | +$558K | 0.31% | 44 |
|
|
2014
Q3 | – | Sell |
-7,125
| Closed | -$506K | – | 79 |
|
|
2014
Q2 | $506K | Sell |
7,125
-1,501
| -17% | -$107K | 0.42% | 55 |
|
|
2014
Q1 | $638K | Sell |
8,626
-106
| -1% | -$7.84K | 0.61% | 45 |
|
|
2013
Q4 | $685K | Buy |
+8,732
| New | +$685K | 0.7% | 44 |
|