Dogwood Wealth Management’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 | $7.21K | Sell |
130
-12,187
| -99% | -$676K | ﹤0.01% | 339 |
|
|
2025
Q1 | $618K | Buy |
12,317
+2,356
| +24% | +$118K | 0.33% | 77 |
|
|
2024
Q4 | $601K | Buy |
9,961
+3,312
| +50% | +$200K | 0.32% | 67 |
|
|
2024
Q3 | $383K | Buy |
+6,649
| New | +$383K | 0.22% | 80 |
|
|
2024
Q2 | – | Hold |
0
| – | -$12 | – | 276 |
|
|
2024
Q1 | – | Hold |
0
| – | -$11 | – | 274 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 276 |
|