AO
Advisor OS’s Chipotle Mexican Grill CMG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Buy |
18,092
+385
| +2% | +$21.6K | 0.1% | 146 |
|
|
2025
Q1 | $889K | Sell |
17,707
-300
| -2% | -$15.1K | 0.1% | 144 |
|
|
2024
Q4 | $1.09M | Sell |
18,007
-3,061
| -15% | -$185K | 0.13% | 111 |
|
|
2024
Q3 | $1.21M | Sell |
21,068
-3,976
| -16% | -$229K | 0.12% | 132 |
|
|
2024
Q2 | $1.57M | Buy |
25,044
+24,536
| +4,830% | +$1.54M | 0.17% | 106 |
|
|
2024
Q1 | $1.48M | Buy |
508
+27
| +6% | +$78.5K | 0.17% | 108 |
|
|
2023
Q4 | $1.1M | Sell |
481
-70
| -13% | -$160K | 0.14% | 130 |
|
|
2023
Q3 | $1.01M | Buy |
551
+13
| +2% | +$23.8K | 0.15% | 131 |
|
|
2023
Q2 | $1.15M | Hold |
538
| – | – | 0.19% | 105 |
|
|
2023
Q1 | $919K | Buy |
538
+17
| +3% | +$29K | 0.22% | 114 |
|
|
2022
Q4 | $723K | Buy |
521
+25
| +5% | +$34.7K | 0.19% | 120 |
|
|
2022
Q3 | $746K | Buy |
496
+34
| +7% | +$51.1K | 0.22% | 91 |
|
|
2022
Q2 | $604K | Buy |
462
+56
| +14% | +$73.2K | 0.18% | 125 |
|
|
2022
Q1 | $642K | Buy |
406
+287
| +241% | +$454K | 0.19% | 120 |
|
|
2021
Q4 | $208K | Buy |
+119
| New | +$208K | 0.04% | 236 |
|