YHB Investment Advisors’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 | $2.3M | Sell |
8,355
-264
| -3% | -$72.8K | 0.18% | 114 |
|
|
2025
Q1 | $2.29M | Sell |
8,619
-606
| -7% | -$161K | 0.19% | 111 |
|
|
2024
Q4 | $2.14M | Sell |
9,225
-644
| -7% | -$150K | 0.18% | 114 |
|
|
2024
Q3 | $2.18M | Sell |
9,869
-1,631
| -14% | -$360K | 0.18% | 109 |
|
|
2024
Q2 | $2.26M | Sell |
11,500
-13,635
| -54% | -$2.68M | 0.19% | 107 |
|
|
2024
Q1 | $5.41M | Sell |
25,135
-184
| -0.7% | -$39.6K | 0.48% | 51 |
|
|
2023
Q4 | $5.33M | Sell |
25,319
-40
| -0.2% | -$8.42K | 0.52% | 51 |
|
|
2023
Q3 | $5.08M | Sell |
25,359
-19
| -0.1% | -$3.8K | 0.47% | 62 |
|
|
2023
Q2 | $4.7M | Sell |
25,378
-1,045
| -4% | -$194K | 0.44% | 61 |
|
|
2023
Q1 | $5.06M | Sell |
26,423
-574
| -2% | -$110K | 0.51% | 57 |
|
|
2022
Q4 | $4.54M | Buy |
26,997
+11
| +0% | +$1.85K | 0.48% | 57 |
|
|
2022
Q3 | $4.78M | Sell |
26,986
-608
| -2% | -$108K | 0.53% | 55 |
|
|
2022
Q2 | $5.65M | Sell |
27,594
-312
| -1% | -$63.9K | 0.6% | 50 |
|
|
2022
Q1 | $6.64M | Sell |
27,906
-2,430
| -8% | -$578K | 0.59% | 46 |
|
|
2021
Q4 | $6.93M | Sell |
30,336
-358
| -1% | -$81.8K | 0.55% | 49 |
|
|
2021
Q3 | $5.94M | Buy |
30,694
+525
| +2% | +$102K | 0.51% | 56 |
|
|
2021
Q2 | $6.42M | Buy |
30,169
+204
| +0.7% | +$43.4K | 0.55% | 53 |
|
|
2021
Q1 | $6.22M | Buy |
29,965
+227
| +0.8% | +$47.1K | 0.54% | 54 |
|
|
2020
Q4 | $5.41M | Buy |
29,738
+372
| +1% | +$67.7K | 0.52% | 58 |
|
|
2020
Q3 | $4.91M | Sell |
29,366
-3,595
| -11% | -$601K | 0.53% | 55 |
|
|
2020
Q2 | $5.36M | Buy |
32,961
+1,108
| +3% | +$180K | 0.77% | 38 |
|
|
2020
Q1 | $5.51M | Buy |
31,853
+1,027
| +3% | +$178K | 0.95% | 34 |
|
|
2019
Q4 | $6.19M | Buy |
30,826
+33
| +0.1% | +$6.62K | 0.88% | 37 |
|
|
2019
Q3 | $6.51M | Buy |
30,793
+975
| +3% | +$206K | 0.99% | 34 |
|
|
2019
Q2 | $5.79M | Sell |
29,818
-1,009
| -3% | -$196K | 0.92% | 35 |
|
|
2019
Q1 | $5.07M | Buy |
30,827
+270
| +0.9% | +$44.4K | 0.79% | 41 |
|
|
2018
Q4 | $5.75M | Buy |
30,557
+2,894
| +10% | +$544K | 1.03% | 35 |
|
|
2018
Q3 | $4.71M | Buy |
27,663
+92
| +0.3% | +$15.7K | 0.71% | 43 |
|
|
2018
Q2 | $4.52M | Buy |
27,571
+808
| +3% | +$132K | 0.74% | 44 |
|
|
2018
Q1 | $4.33M | Buy |
26,763
+553
| +2% | +$89.5K | 0.73% | 41 |
|
|
2017
Q4 | $3.83M | Buy |
26,210
+508
| +2% | +$74.2K | 0.65% | 50 |
|
|
2017
Q3 | $3.49M | Sell |
25,702
-2,868
| -10% | -$389K | 0.62% | 53 |
|
|
2017
Q2 | $3.58M | Buy |
28,570
+3,755
| +15% | +$470K | 0.61% | 53 |
|
|
2017
Q1 | $2.88M | Sell |
24,815
-128
| -0.5% | -$14.9K | 0.55% | 63 |
|
|
2016
Q4 | $2.88M | Buy |
24,943
+785
| +3% | +$90.5K | 0.6% | 59 |
|
|
2016
Q3 | $2.53M | Sell |
24,158
-133
| -0.5% | -$13.9K | 0.61% | 56 |
|
|
2016
Q2 | $2.37M | Buy |
24,291
+110
| +0.5% | +$10.7K | 0.52% | 62 |
|
|
2016
Q1 | $2.32M | Buy |
24,181
+155
| +0.6% | +$14.9K | 0.63% | 51 |
|
|
2015
Q4 | $2.18M | Sell |
24,026
-827
| -3% | -$74.9K | 0.49% | 62 |
|
|
2015
Q3 | $2.31M | Buy |
24,853
+353
| +1% | +$32.7K | 0.54% | 58 |
|
|
2015
Q2 | $2.28M | Buy |
24,500
+1,472
| +6% | +$137K | 0.5% | 68 |
|
|
2015
Q1 | $2.18M | Buy |
23,028
+88
| +0.4% | +$8.34K | 0.49% | 67 |
|
|
2014
Q4 | $2.03M | Buy |
22,940
+195
| +0.9% | +$17.3K | 0.47% | 70 |
|
|
2014
Q3 | $1.82M | Sell |
22,745
-130
| -0.6% | -$10.4K | 0.44% | 73 |
|
|
2014
Q2 | $1.62M | Sell |
22,875
-2,267
| -9% | -$161K | 0.39% | 77 |
|
|
2014
Q1 | $1.86M | Buy |
25,142
+3,857
| +18% | +$285K | 0.47% | 72 |
|
|
2013
Q4 | $1.67M | Buy |
21,285
+145
| +0.7% | +$11.4K | 0.45% | 74 |
|
|
2013
Q3 | $1.56M | Sell |
21,140
-405
| -2% | -$29.9K | 0.46% | 73 |
|
|
2013
Q2 | $1.64M | Buy |
+21,545
| New | +$1.64M | 0.51% | 64 |
|