Evoke Wealth’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 | $396K | Buy |
7,048
+2,974
| +73% | +$167K | 0.01% | 381 |
|
|
2025
Q1 | $205K | Buy |
4,074
+374
| +10% | +$18.8K | 0.01% | 423 |
|
|
2024
Q4 | $223K | Buy |
+3,700
| New | +$223K | 0.01% | 397 |
|
|
2022
Q4 | – | Sell |
-150
| Closed | -$5K | – | 513 |
|
|
2022
Q3 | $5K | Sell |
150
-100
| -40% | -$3.33K | ﹤0.01% | 872 |
|
|
2022
Q2 | $7K | Sell |
250
-50
| -17% | -$1.4K | ﹤0.01% | 825 |
|
|
2022
Q1 | $9K | Sell |
300
-400
| -57% | -$12K | ﹤0.01% | 781 |
|
|
2021
Q4 | $24K | Buy |
700
+100
| +17% | +$3.43K | ﹤0.01% | 653 |
|
|
2021
Q3 | $21K | Hold |
600
| – | – | ﹤0.01% | 627 |
|
|
2021
Q2 | $19K | Hold |
600
| – | – | ﹤0.01% | 662 |
|
|
2021
Q1 | $17K | Buy |
600
+550
| +1,100% | +$15.6K | ﹤0.01% | 610 |
|
|
2020
Q4 | $1K | Hold |
50
| – | – | ﹤0.01% | 945 |
|
|
2020
Q3 | $1K | Hold |
50
| – | – | ﹤0.01% | 914 |
|
|
2020
Q2 | $1K | Hold |
50
| – | – | ﹤0.01% | 953 |
|
|
2020
Q1 | $654 | Sell |
50
-250
| -83% | -$3.27K | ﹤0.01% | 992 |
|
|
2019
Q4 | $5.02K | Hold |
300
| – | – | ﹤0.01% | 908 |
|
|
2019
Q3 | $5.04K | Buy |
+300
| New | +$5.04K | ﹤0.01% | 1000 |
|