BWM
Birchcreek 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 | – | Sell |
-4,620
| Closed | -$232K | – | 117 |
|
|
2025
Q1 | $232K | Sell |
4,620
-580
| -11% | -$29.1K | 0.15% | 102 |
|
|
2024
Q4 | $314K | Sell |
5,200
-959
| -16% | -$57.8K | 0.2% | 95 |
|
|
2024
Q3 | $355K | Buy |
6,159
+756
| +14% | +$43.6K | 0.23% | 83 |
|
|
2024
Q2 | $339K | Buy |
5,403
+5,297
| +4,997% | +$332K | 0.19% | 104 |
|
|
2024
Q1 | $308K | Buy |
106
+16
| +18% | +$46.5K | 0.16% | 114 |
|
|
2023
Q4 | $206K | Buy |
+90
| New | +$206K | 0.12% | 131 |
|