Concurrent Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.87M | Buy |
51,097
+14,939
| +41% | +$839K | 0.06% | 336 |
|
|
2025
Q1 | $1.82M | Buy |
36,158
+6,340
| +21% | +$318K | 0.04% | 382 |
|
|
2024
Q4 | $1.8M | Sell |
29,818
-4,006
| -12% | -$242K | 0.05% | 348 |
|
|
2024
Q3 | $1.95M | Buy |
33,824
+1,217
| +4% | +$70.1K | 0.06% | 316 |
|
|
2024
Q2 | $2.04M | Buy |
32,607
+2,307
| +8% | +$145K | 0.07% | 270 |
|
|
2024
Q1 | $1.76M | Buy |
30,300
+2,650
| +10% | +$154K | 0.07% | 264 |
|
|
2023
Q4 | $1.26M | Buy |
+27,650
| New | +$1.26M | 0.06% | 293 |
|