CWA
Clarus Wealth Advisors’s Chipotle Mexican Grill CMG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-13,428
| Closed | -$755K | – | 94 |
|
2024
Q4 | $755K | Buy |
13,428
+2,032
| +18% | +$114K | 0.38% | 65 |
|
2024
Q3 | $646K | Buy |
+11,396
| New | +$646K | 0.33% | 67 |
|
2019
Q3 | – | Sell |
-10
| Closed | -$7K | – | 210 |
|
2019
Q2 | $7K | Buy |
+10
| New | +$7K | 0.01% | 466 |
|
2018
Q3 | – | Sell |
-6
| Closed | -$2K | – | 714 |
|
2018
Q2 | $2K | Buy |
+6
| New | +$2K | ﹤0.01% | 680 |
|