Caldwell Trust’s Chipotle Mexican Grill CMG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.34M Buy
41,692
+2,483
2025
Q1
$1.97M Buy
39,209
+7,006
2024
Q4
$1.94M Buy
32,203
+7,696
2024
Q3
$1.41M Buy
24,507
+12,101
2024
Q2
$777K Buy
12,406
+2,506
2024
Q1
$576K Buy
9,900
+5,350
2023
Q4
$208K Buy
4,550
+1,100
2023
Q3
$126K Buy
3,450
+3,050
2023
Q2
$17.1K Buy
400
+300
2023
Q1
$3.42K Buy
+100