CWM
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Congress Wealth Management’s Chipotle Mexican Grill CMG Stock Holding History

Congress Wealth Management’s Portfolio CMG Stock Details CMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$22.6M Buy
402,544
+4,902
+1% +$249K 0.22% 113
2025
Q1 		$20M Buy
397,642
+91,441
+30% +$4.97M 0.24% 109
2024
Q4 		$18.5M Buy
306,201
+6,905
+2% +$416K 0.25% 112
2024
Q3 		$17.2M Buy
+299,296
New +$16.6M 0.23% 128

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