Evergreen Capital 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
$321K Sell
5,717
-63
-1% -$3.54K 0.01% 766
2025
Q1
$290K Buy
5,780
+404
+8% +$20.3K 0.01% 767
2024
Q4
$324K Sell
5,376
-296
-5% -$17.8K 0.01% 696
2024
Q3
$327K Buy
5,672
+672
+13% +$38.7K 0.01% 671
2024
Q2
$313K Buy
5,000
+700
+16% +$43.9K 0.01% 648
2024
Q1
$250K Buy
+4,300
New +$250K 0.01% 703
2023
Q3
Sell
-5,100
Closed -$218K 802
2023
Q2
$218K Buy
+5,100
New +$218K 0.01% 688
2022
Q2
Sell
-6,500
Closed -$206K 587
2022
Q1
$206K Buy
+6,500
New +$206K 0.01% 607