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
|
|