Advisory Research’s Chipotle Mexican Grill CMG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-10,800
Closed -$396K 364
2023
Q3
$396K Buy
+10,800
New +$396K 0.05% 314
2017
Q3
Sell
-72,750
Closed -$605K 436
2017
Q2
$605K Buy
+72,750
New +$605K 0.01% 345
2014
Q2
Sell
-6,100
Closed -$69K 393
2014
Q1
$69K Buy
+6,100
New +$69K ﹤0.01% 550