AA Financial Advisors’s Chipotle Mexican Grill CMG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $221K | Sell |
3,938
-703
| -15% | -$39.5K | 0.05% | 175 |
|
2025
Q1 | $233K | Sell |
4,641
-1,809
| -28% | -$90.8K | 0.06% | 160 |
|
2024
Q4 | $389K | Hold |
6,450
| – | – | 0.1% | 117 |
|
2024
Q3 | $372K | Hold |
6,450
| – | – | 0.11% | 118 |
|
2024
Q2 | $404K | Sell |
6,450
-200
| -3% | -$12.5K | 0.14% | 110 |
|
2024
Q1 | $387K | Buy |
+6,650
| New | +$387K | 0.16% | 102 |
|