CM Wealth Advisors’s Chipotle Mexican Grill CMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-21,650
| Closed | -$1.38M | – | 92 |
|
|
2024
Q1 | $1.38M | Buy |
+21,650
| New | +$1.38M | 0.4% | 33 |
|
|
2023
Q3 | – | Sell |
-26,750
| Closed | -$1.02M | – | 95 |
|
|
2023
Q2 | $1.02M | Sell |
26,750
-114,500
| -81% | -$4.38M | 0.34% | 30 |
|
|
2023
Q1 | $5.68M | Buy |
+141,250
| New | +$5.68M | 1.1% | 5 |
|