Cassaday & Co Wealth Management’s Chipotle Mexican Grill CMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $578K | Sell |
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|
2025
Q2 | $851K | Sell |
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|
2025
Q1 | $771K | Buy |
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|
2024
Q4 | $923K | Buy |
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|
2024
Q3 | $872K | Buy |
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|
2024
Q2 | $906K | Buy |
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|
2024
Q1 | $831K | Buy |
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|
2023
Q4 | $649K | Hold |
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|
2023
Q3 | $520K | Sell |
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|
2023
Q2 | $627K | Buy |
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|
2023
Q1 | $454K | Buy |
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