Circle 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 | $903K | Buy |
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|
2025
Q2 | $916K | Buy |
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|
2025
Q1 | $815K | Buy |
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|
2024
Q4 | $947K | Buy |
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|
2024
Q3 | $897K | Sell |
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|
2024
Q2 | $1.06M | Sell |
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|
2024
Q1 | $1.26M | Buy |
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|
2023
Q4 | $933K | Buy |
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|
2023
Q3 | $718K | Buy |
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|
2023
Q2 | $785K | Buy |
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|
2023
Q1 | $622K | Hold |
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|
2022
Q4 | $505K | Buy |
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|
2022
Q3 | $542K | Sell |
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|
2022
Q2 | $579K | Buy |
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|
2022
Q1 | $696K | Buy |
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|
2021
Q4 | $580K | Buy |
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|
2021
Q3 | $598K | Buy |
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|
2021
Q2 | $504K | Buy |
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|
2021
Q1 | $395K | Sell |
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|
2020
Q4 | $509K | Buy |
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|
2020
Q3 | $359K | Buy |
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|
2020
Q2 | $212K | Buy |
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