Everhart Financial Group’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 | $719K | Buy |
12,805
+1,327
| +12% | +$74.5K | 0.08% | 177 |
|
|
2025
Q1 | $576K | Sell |
11,478
-4,019
| -26% | -$202K | 0.08% | 178 |
|
|
2024
Q4 | $934K | Buy |
15,497
+4,580
| +42% | +$276K | 0.19% | 107 |
|
|
2024
Q3 | $629K | Sell |
10,917
-3,599
| -25% | -$207K | 0.14% | 164 |
|
|
2024
Q2 | $903K | Buy |
14,516
+1,866
| +15% | +$116K | 0.23% | 89 |
|
|
2024
Q1 | $735K | Buy |
12,650
+5,050
| +66% | +$294K | 0.21% | 100 |
|
|
2023
Q4 | $348K | Buy |
7,600
+800
| +12% | +$36.6K | 0.12% | 158 |
|
|
2023
Q3 | $249K | Sell |
6,800
-17,650
| -72% | -$647K | 0.11% | 177 |
|
|
2023
Q2 | $404K | Buy |
24,450
+18,500
| +311% | +$306K | 0.17% | 118 |
|
|
2023
Q1 | $203K | Buy |
+5,950
| New | +$203K | 0.09% | 199 |
|
|
2022
Q4 | – | Sell |
-9,250
| Closed | -$278K | – | 196 |
|
|
2022
Q3 | $278K | Buy |
+9,250
| New | +$278K | 0.15% | 134 |
|