Great Diamond Partners’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
Q1 | – | Sell |
-3,772
| Closed | -$227K | – | 185 |
|
2024
Q4 | $227K | Sell |
3,772
-423
| -10% | -$25.5K | 0.06% | 166 |
|
2024
Q3 | $242K | Sell |
4,195
-1,678
| -29% | -$96.7K | 0.06% | 171 |
|
2024
Q2 | $368K | Sell |
5,873
-427
| -7% | -$26.8K | 0.09% | 149 |
|
2024
Q1 | $366K | Hold |
6,300
| – | – | 0.08% | 156 |
|
2023
Q4 | $288K | Buy |
+6,300
| New | +$288K | 0.07% | 184 |
|