Beam Wealth 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 | $743K | Sell |
13,241
-4,736
| -26% | -$266K | 0.22% | 82 |
|
|
2025
Q1 | $903K | Sell |
17,977
-10,799
| -38% | -$542K | 0.3% | 67 |
|
|
2024
Q4 | $1.74M | Buy |
28,776
+3,727
| +15% | +$225K | 0.55% | 45 |
|
|
2024
Q3 | $1.44M | Sell |
25,049
-1,136
| -4% | -$65.5K | 0.44% | 48 |
|
|
2024
Q2 | $1.64M | Buy |
+26,185
| New | +$1.64M | 0.55% | 42 |
|