HCR Wealth Advisors’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 | $228K | Hold |
4,058
| – | – | 0.03% | 212 |
|
|
2025
Q1 | $204K | Sell |
4,058
-1,050
| -21% | -$52.7K | 0.03% | 223 |
|
|
2024
Q4 | $308K | Sell |
5,108
-1,592
| -24% | -$96K | 0.04% | 177 |
|
|
2024
Q3 | $386K | Buy |
6,700
+2,600
| +63% | +$150K | 0.05% | 161 |
|
|
2024
Q2 | $257K | Buy |
4,100
+150
| +4% | +$9.4K | 0.04% | 188 |
|
|
2024
Q1 | $230K | Buy |
+3,950
| New | +$230K | 0.03% | 200 |
|
|
2019
Q1 | – | Sell |
-46,000
| Closed | -$397K | – | 175 |
|
|
2018
Q4 | $397K | Hold |
46,000
| – | – | 0.13% | 112 |
|
|
2018
Q3 | $400K | Hold |
46,000
| – | – | 0.13% | 113 |
|
|
2018
Q2 | $397K | Hold |
46,000
| – | – | 0.13% | 122 |
|
|
2018
Q1 | $297K | Buy |
+46,000
| New | +$297K | 0.1% | 134 |
|