CWM
Congress 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 | $22.6M | Buy |
402,544
+4,902
| +1% | +$275K | 0.22% | 113 |
|
|
2025
Q1 | $20M | Buy |
397,642
+91,441
| +30% | +$4.59M | 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 | +$17.2M | 0.23% | 128 |
|