EverSource Wealth Advisors’s Chipotle Mexican Grill CMG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $727K | Buy |
12,956
+1,679
| +15% | +$94.3K | 0.03% | 354 |
|
|
2025
Q1 | $566K | Sell |
11,277
-402
| -3% | -$20.2K | 0.03% | 352 |
|
|
2024
Q4 | $704K | Buy |
11,679
+1,542
| +15% | +$93K | 0.04% | 302 |
|
|
2024
Q3 | $584K | Sell |
10,137
-2,266
| -18% | -$131K | 0.04% | 301 |
|
|
2024
Q2 | $674K | Buy |
12,403
+3,053
| +33% | +$166K | 0.04% | 273 |
|
|
2024
Q1 | $591K | Buy |
9,350
+150
| +2% | +$9.48K | 0.05% | 242 |
|
|
2023
Q4 | $421K | Buy |
9,200
+350
| +4% | +$16K | 0.04% | 270 |
|
|
2023
Q3 | $324K | Sell |
8,850
-100
| -1% | -$3.66K | 0.03% | 294 |
|
|
2023
Q2 | $383K | Sell |
8,950
-1,150
| -11% | -$49.2K | 0.04% | 264 |
|
|
2023
Q1 | $345K | Buy |
10,100
+2,050
| +25% | +$70K | 0.04% | 276 |
|
|
2022
Q4 | $223K | Sell |
8,050
-750
| -9% | -$20.8K | 0.03% | 336 |
|
|
2022
Q3 | $264K | Sell |
8,800
-700
| -7% | -$21K | 0.06% | 256 |
|
|
2022
Q2 | $248K | Buy |
9,500
+3,750
| +65% | +$97.9K | 0.06% | 237 |
|
|
2022
Q1 | $182K | Buy |
5,750
+3,950
| +219% | +$125K | 0.05% | 260 |
|
|
2021
Q4 | $63K | Buy |
+1,800
| New | +$63K | 0.02% | 380 |
|