Forum Financial Management’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 | $534K | Buy |
9,517
+526
| +6% | +$29.5K | 0.01% | 379 |
|
|
2025
Q1 | $451K | Sell |
8,991
-564
| -6% | -$28.3K | 0.01% | 412 |
|
|
2024
Q4 | $576K | Buy |
9,555
+542
| +6% | +$32.7K | 0.01% | 326 |
|
|
2024
Q3 | $519K | Buy |
9,013
+553
| +7% | +$31.9K | 0.01% | 316 |
|
|
2024
Q2 | $530K | Buy |
8,460
+1,210
| +17% | +$75.8K | 0.01% | 290 |
|
|
2024
Q1 | $421K | Sell |
7,250
-2,800
| -28% | -$163K | 0.01% | 383 |
|
|
2023
Q4 | $460K | Sell |
10,050
-6,900
| -41% | -$316K | 0.01% | 310 |
|
|
2023
Q3 | $621K | Hold |
16,950
| – | – | 0.01% | 231 |
|
|
2023
Q2 | $725K | Buy |
16,950
+10,000
| +144% | +$428K | 0.02% | 210 |
|
|
2023
Q1 | $237K | Buy |
+6,950
| New | +$237K | 0.01% | 482 |
|
|
2022
Q4 | – | Sell |
-6,950
| Closed | -$209K | – | 598 |
|
|
2022
Q3 | $209K | Buy |
+6,950
| New | +$209K | 0.01% | 482 |
|
|
2022
Q2 | – | Sell |
-8,650
| Closed | -$273K | – | 594 |
|
|
2022
Q1 | $273K | Buy |
8,650
+1,450
| +20% | +$45.8K | 0.01% | 439 |
|
|
2021
Q4 | $252K | Buy |
+7,200
| New | +$252K | 0.01% | 494 |
|