BWP
Balboa Wealth Partners’s Chipotle Mexican Grill CMG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,670
| Closed | -$234K | – | 384 |
|
|
2025
Q1 | $234K | Sell |
4,670
-1,803
| -28% | -$90.5K | 0.06% | 236 |
|
|
2024
Q4 | $390K | Buy |
+6,473
| New | +$390K | 0.09% | 169 |
|
|
2024
Q3 | – | Sell |
-6,900
| Closed | -$432K | – | 343 |
|
|
2024
Q2 | $432K | Buy |
+6,900
| New | +$432K | 0.11% | 144 |
|