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