Founders Financial Securities’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 | $837K | Buy |
14,904
+1,754
| +13% | +$98.5K | 0.06% | 266 |
|
|
2025
Q1 | $669K | Buy |
13,150
+781
| +6% | +$39.8K | 0.06% | 275 |
|
|
2024
Q4 | $746K | Buy |
12,369
+2,159
| +21% | +$130K | 0.07% | 219 |
|
|
2024
Q3 | $588K | Buy |
10,210
+55
| +0.5% | +$3.17K | 0.05% | 243 |
|
|
2024
Q2 | $636K | Buy |
10,155
+55
| +0.5% | +$3.45K | 0.06% | 242 |
|
|
2024
Q1 | $587K | Sell |
10,100
-5,550
| -35% | -$323K | 0.06% | 240 |
|
|
2023
Q4 | $716K | Buy |
15,650
+5,650
| +57% | +$258K | 0.08% | 209 |
|
|
2023
Q3 | $366K | Hold |
10,000
| – | – | 0.05% | 244 |
|
|
2023
Q2 | $428K | Sell |
10,000
-3,700
| -27% | -$158K | 0.06% | 229 |
|
|
2023
Q1 | $468K | Buy |
13,700
+3,150
| +30% | +$108K | 0.07% | 204 |
|
|
2022
Q4 | $293K | Sell |
10,550
-9,450
| -47% | -$262K | 0.05% | 259 |
|
|
2022
Q3 | $601K | Buy |
20,000
+10,000
| +100% | +$301K | 0.11% | 161 |
|
|
2022
Q2 | $261K | Hold |
10,000
| – | – | 0.05% | 213 |
|
|
2022
Q1 | $316K | Hold |
10,000
| – | – | 0.06% | 209 |
|
|
2021
Q4 | $350K | Hold |
10,000
| – | – | 0.06% | 200 |
|
|
2021
Q3 | $364K | Sell |
10,000
-500
| -5% | -$18.2K | 0.07% | 196 |
|
|
2021
Q2 | $326K | Buy |
10,500
+500
| +5% | +$15.5K | 0.06% | 218 |
|
|
2021
Q1 | $284K | Hold |
10,000
| – | – | 0.07% | 205 |
|
|
2020
Q4 | $277K | Buy |
+10,000
| New | +$277K | 0.07% | 177 |
|