Financial Advocates Investment Management’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 | – | Sell |
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|
2025
Q2 | $484K | Sell |
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|
2025
Q1 | $639K | Sell |
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|
2024
Q4 | $829K | Sell |
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|
2024
Q3 | $824K | Buy |
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|
2024
Q2 | $867K | Buy |
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|
2024
Q1 | $468K | Buy |
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|
2023
Q4 | $357K | Sell |
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|
2023
Q3 | $311K | Buy |
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|
2023
Q2 | $325K | Buy |
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|
2023
Q1 | $255K | Sell |
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|
2022
Q4 | $214K | Sell |
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|
2022
Q3 | $246K | Buy |
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|
2022
Q2 | $201K | Sell |
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|
2022
Q1 | $276K | Sell |
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|
2021
Q4 | $984K | Buy |
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