DAS
Diversify Advisory Services’s Chipotle Mexican Grill CMG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $549K | Sell |
12,811
-4,689
| -27% | -$201K | 0.02% | 507 |
|
2025
Q1 | $886K | Sell |
17,500
-12,536
| -42% | -$635K | 0.06% | 239 |
|
2024
Q4 | $1.7M | Buy |
30,036
+3,800
| +14% | +$215K | 0.09% | 152 |
|
2024
Q3 | $1.57M | Buy |
26,236
+11,232
| +75% | +$673K | 0.08% | 192 |
|
2024
Q2 | $862K | Buy |
+15,004
| New | +$862K | 0.05% | 275 |
|