Golden State Wealth 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 | $76.4K | Buy |
1,361
+197
| +17% | +$11.1K | 0.01% | 551 |
|
|
2025
Q1 | $58.4K | Sell |
1,164
-4,992
| -81% | -$251K | 0.01% | 562 |
|
|
2024
Q4 | $371K | Buy |
+6,156
| New | +$371K | 0.06% | 239 |
|
|
2020
Q2 | – | Sell |
-600
| Closed | -$8K | – | 295 |
|
|
2020
Q1 | $8K | Buy |
+600
| New | +$8K | ﹤0.01% | 651 |
|
|
2019
Q4 | – | Sell |
-500
| Closed | -$8K | – | 199 |
|
|
2019
Q3 | $8K | Hold |
500
| – | – | ﹤0.01% | 778 |
|
|
2019
Q2 | $7K | Hold |
500
| – | – | ﹤0.01% | 806 |
|
|
2019
Q1 | $7K | Buy |
+500
| New | +$7K | ﹤0.01% | 832 |
|