Annis Gardner Whiting Capital 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 | $135K | Buy |
2,407
+980
| +69% | +$55K | 0.05% | 261 |
|
2025
Q1 | $71.7K | Sell |
1,427
-88
| -6% | -$4.42K | 0.03% | 312 |
|
2024
Q4 | $91.4K | Buy |
1,515
+17
| +1% | +$1.03K | 0.03% | 285 |
|
2024
Q3 | $86.3K | Buy |
1,498
+98
| +7% | +$5.65K | 0.02% | 307 |
|
2024
Q2 | $87.7K | Hold |
1,400
| – | – | 0.02% | 329 |
|
2024
Q1 | $81.4K | Buy |
1,400
+50
| +4% | +$2.91K | 0.03% | 315 |
|
2023
Q4 | $61.7K | Buy |
1,350
+300
| +29% | +$13.7K | 0.03% | 279 |
|
2023
Q3 | $38.5K | Buy |
+1,050
| New | +$38.5K | 0.02% | 308 |
|