Cyndeo Wealth Partners’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 | $2.68M | Buy |
47,722
+5,140
| +12% | +$289K | 0.16% | 143 |
|
|
2025
Q1 | $2.14M | Sell |
42,582
-9,042
| -18% | -$454K | 0.14% | 156 |
|
|
2024
Q4 | $3.11M | Sell |
51,624
-4,653
| -8% | -$281K | 0.21% | 124 |
|
|
2024
Q3 | $3.24M | Sell |
56,277
-2,452
| -4% | -$141K | 0.23% | 120 |
|
|
2024
Q2 | $3.68M | Buy |
58,729
+16,679
| +40% | +$1.04M | 0.29% | 102 |
|
|
2024
Q1 | $2.44M | Buy |
+42,050
| New | +$2.44M | 0.2% | 141 |
|