BSW Wealth Partners’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 | $291K | Sell |
5,191
-949
| -15% | -$53.3K | 0.04% | 246 |
|
|
2025
Q1 | $308K | Sell |
6,140
-3,475
| -36% | -$174K | 0.05% | 228 |
|
|
2024
Q4 | $580K | Buy |
+9,615
| New | +$580K | 0.09% | 137 |
|
|
2024
Q3 | – | Sell |
-7,171
| Closed | -$449K | – | 303 |
|
|
2024
Q2 | $449K | Buy |
7,171
+271
| +4% | +$17K | 0.07% | 146 |
|
|
2024
Q1 | $401K | Buy |
+6,900
| New | +$401K | 0.07% | 167 |
|