CWM
Compass Wealth Management’s Chipotle Mexican Grill CMG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-500
| Closed | -$25.1K | – | 197 |
|
2025
Q1 | $25.1K | Hold |
500
| – | – | 0.01% | 308 |
|
2024
Q4 | $30.2K | Hold |
500
| – | – | 0.01% | 293 |
|
2024
Q3 | $28.8K | Hold |
500
| – | – | 0.01% | 301 |
|
2024
Q2 | $31.3K | Buy |
500
+490
| +4,900% | +$30.7K | 0.01% | 293 |
|
2024
Q1 | $29.1K | Hold |
10
| – | – | 0.01% | 298 |
|
2023
Q4 | $22.9K | Hold |
10
| – | – | 0.01% | 303 |
|
2023
Q3 | $18.3K | Hold |
10
| – | – | 0.01% | 320 |
|
2023
Q2 | $21.4K | Hold |
10
| – | – | 0.01% | 324 |
|
2023
Q1 | $17.1K | Hold |
10
| – | – | 0.01% | 338 |
|
2022
Q4 | $13.9K | Buy |
+10
| New | +$13.9K | ﹤0.01% | 344 |
|