Axxcess Wealth Management’s Chipotle Mexican Grill CMG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$974K Buy
17,351
+4,657
+37% +$261K 0.02% 430
2025
Q1
$637K Sell
12,694
-9,763
-43% -$490K 0.02% 493
2024
Q4
$1.35M Buy
22,457
+3,888
+21% +$234K 0.03% 346
2024
Q3
$1.07M Sell
18,569
-3,031
-14% -$175K 0.03% 380
2024
Q2
$1.35M Buy
21,600
+11,300
+110% +$708K 0.04% 323
2024
Q1
$599K Sell
10,300
-4,800
-32% -$279K 0.02% 495
2023
Q4
$691K Buy
15,100
+4,700
+45% +$215K 0.02% 433
2023
Q3
$381K Sell
10,400
-5,150
-33% -$189K 0.01% 538
2023
Q2
$665K Buy
15,550
+350
+2% +$15K 0.05% 287
2023
Q1
$519K Buy
15,200
+5,800
+62% +$198K 0.04% 364
2022
Q4
$261K Sell
9,400
-700
-7% -$19.4K 0.02% 485
2022
Q3
$304K Buy
+10,100
New +$304K 0.03% 396