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Heritage Oak Wealth Advisors’s Chipotle Mexican Grill CMG Stock Holding History

Heritage Oak Wealth Advisors’s Portfolio CMG Stock Details CMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4,906
Closed -$283K – 88
2024
Q3 		$283K Buy
+4,906
New +$283K 0.13% 111