Apexium Financial’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
Sell
-4,222
Closed -$212K 280
2025
Q1
$212K Buy
4,222
+22
+0.5% +$1.11K 0.01% 264
2024
Q4
$253K Hold
4,200
0.02% 226
2024
Q3
$242K Sell
4,200
-2
-0% -$115 0.02% 211
2024
Q2
$263K Buy
4,202
+452
+12% +$28.3K 0.02% 192
2024
Q1
$218K Buy
+3,750
New +$218K 0.02% 212