Bell Investment 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 | $52K | Buy |
926
+20
| +2% | +$1.12K | 0.01% | 240 |
|
|
2025
Q1 | $45.5K | Sell |
906
-7
| -0.8% | -$351 | 0.01% | 233 |
|
|
2024
Q4 | $55.1K | Hold |
913
| – | – | 0.01% | 209 |
|
|
2024
Q3 | $52.6K | Buy |
913
+63
| +7% | +$3.63K | 0.01% | 219 |
|
|
2024
Q2 | $53.3K | Hold |
850
| – | – | 0.01% | 212 |
|
|
2024
Q1 | $49.4K | Hold |
850
| – | – | 0.01% | 209 |
|
|
2023
Q4 | $38.9K | Hold |
850
| – | – | 0.01% | 227 |
|
|
2023
Q3 | $31.1K | Hold |
850
| – | – | 0.01% | 237 |
|
|
2023
Q2 | $36.4K | Hold |
850
| – | – | 0.01% | 204 |
|
|
2023
Q1 | $29K | Sell |
850
-50
| -6% | -$1.71K | 0.01% | 236 |
|
|
2022
Q4 | $25K | Hold |
900
| – | – | 0.01% | 262 |
|
|
2022
Q3 | $27K | Hold |
900
| – | – | 0.01% | 214 |
|
|
2022
Q2 | $24K | Buy |
+900
| New | +$24K | 0.01% | 233 |
|
|
2021
Q4 | $45K | Buy |
1,300
+150
| +13% | +$5.19K | 0.01% | 172 |
|
|
2021
Q3 | $42K | Buy |
+1,150
| New | +$42K | 0.01% | 166 |
|