BFWA
Benchmark Financial Wealth Advisors’s Chipotle Mexican Grill CMG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $215K | Sell |
3,830
-512
| -12% | -$28.7K | 0.07% | 106 |
|
|
2025
Q1 | $218K | Sell |
4,342
-302
| -7% | -$15.2K | 0.08% | 95 |
|
|
2024
Q4 | $280K | Sell |
4,644
-40
| -0.9% | -$2.41K | 0.09% | 80 |
|
|
2024
Q3 | $270K | Buy |
4,684
+734
| +19% | +$42.3K | 0.09% | 80 |
|
|
2024
Q2 | $247K | Buy |
3,950
+3,871
| +4,900% | +$243K | 0.09% | 80 |
|
|
2024
Q1 | $230K | Buy |
+79
| New | +$230K | 0.09% | 80 |
|
|
2022
Q2 | – | Sell |
-129
| Closed | -$204K | – | 75 |
|
|
2022
Q1 | $204K | Hold |
129
| – | – | 0.09% | 73 |
|
|
2021
Q4 | $226K | Sell |
129
-2
| -2% | -$3.5K | 0.09% | 66 |
|
|
2021
Q3 | $238K | Sell |
131
-8
| -6% | -$14.5K | 0.11% | 61 |
|
|
2021
Q2 | $215K | Buy |
+139
| New | +$215K | 0.1% | 64 |
|
|
2021
Q1 | – | Sell |
-207
| Closed | -$287K | – | 63 |
|
|
2020
Q4 | $287K | Hold |
207
| – | – | 0.16% | 48 |
|
|
2020
Q3 | $257K | Hold |
207
| – | – | 0.17% | 48 |
|
|
2020
Q2 | $218K | Buy |
+207
| New | +$218K | 0.16% | 48 |
|