Everhart Financial Group’s Chipotle Mexican Grill CMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $463K | Sell |
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|
2025
Q2 | $719K | Buy |
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|
2025
Q1 | $576K | Sell |
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|
2024
Q4 | $934K | Buy |
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|
2024
Q3 | $629K | Sell |
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|
2024
Q2 | $903K | Buy |
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|
2024
Q1 | $735K | Buy |
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|
2023
Q4 | $348K | Buy |
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|
2023
Q3 | $249K | Sell |
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|
2023
Q2 | $404K | Buy |
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|
2023
Q1 | $203K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $278K | Buy |
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