FVWA
Foster Victor 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 | $8.2M | Buy |
146,508
+7,804
| +6% | +$437K | 0.56% | 73 |
|
|
2025
Q1 | $6.9M | Buy |
138,704
+16,351
| +13% | +$814K | 0.55% | 77 |
|
|
2024
Q4 | $7.04M | Buy |
122,353
+6,996
| +6% | +$402K | 0.54% | 76 |
|
|
2024
Q3 | $6.68M | Buy |
115,357
+7,032
| +6% | +$407K | 0.54% | 77 |
|
|
2024
Q2 | $6.25M | Buy |
108,325
+105,006
| +3,164% | +$6.06M | 0.52% | 75 |
|
|
2024
Q1 | $9.93M | Sell |
3,319
-382
| -10% | -$1.14M | 0.91% | 55 |
|
|
2023
Q4 | $8.28M | Sell |
3,701
-25
| -0.7% | -$55.9K | 0.85% | 56 |
|
|
2023
Q3 | $6.79M | Buy |
3,726
+94
| +3% | +$171K | 0.79% | 58 |
|
|
2023
Q2 | $7.7M | Sell |
3,632
-251
| -6% | -$532K | 0.86% | 51 |
|
|
2023
Q1 | $6.74M | Buy |
3,883
+155
| +4% | +$269K | 0.82% | 50 |
|
|
2022
Q4 | $5.23M | Buy |
+3,728
| New | +$5.23M | 0.67% | 57 |
|