Forum Financial 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 | $323K | Sell |
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|
2025
Q2 | $534K | Buy |
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|
2025
Q1 | $451K | Sell |
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|
2024
Q4 | $576K | Buy |
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|
2024
Q3 | $519K | Buy |
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|
2024
Q2 | $530K | Buy |
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|
2024
Q1 | $421K | Sell |
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|
2023
Q4 | $460K | Sell |
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|
2023
Q3 | $621K | Hold |
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|
2023
Q2 | $725K | Buy |
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|
2023
Q1 | $237K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $209K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $273K | Buy |
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|
2021
Q4 | $252K | Buy |
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