Heritage 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 | $9.55K | Hold |
170
| – | – | ﹤0.01% | 428 |
|
|
2025
Q1 | $8.54K | Hold |
170
| – | – | ﹤0.01% | 429 |
|
|
2024
Q4 | $10.3K | Sell |
170
-1,220
| -88% | -$73.6K | ﹤0.01% | 440 |
|
|
2024
Q3 | $80.1K | Buy |
1,390
+140
| +11% | +$8.07K | ﹤0.01% | 287 |
|
|
2024
Q2 | $78.3K | Hold |
1,250
| – | – | ﹤0.01% | 270 |
|
|
2024
Q1 | $72.7K | Hold |
1,250
| – | – | ﹤0.01% | 294 |
|
|
2023
Q4 | $57.2K | Hold |
1,250
| – | – | ﹤0.01% | 324 |
|
|
2023
Q3 | $45.8K | Hold |
1,250
| – | – | ﹤0.01% | 308 |
|
|
2023
Q2 | $53.5K | Sell |
1,250
-100
| -7% | -$4.28K | ﹤0.01% | 319 |
|
|
2023
Q1 | $46.1K | Sell |
1,350
-100
| -7% | -$3.42K | ﹤0.01% | 331 |
|
|
2022
Q4 | $40.2K | Hold |
1,450
| – | – | ﹤0.01% | 350 |
|
|
2022
Q3 | $43.6K | Buy |
1,450
+1,200
| +480% | +$36.1K | ﹤0.01% | 310 |
|
|
2022
Q2 | $7K | Sell |
250
-1,750
| -88% | -$49K | ﹤0.01% | 477 |
|
|
2022
Q1 | $63K | Sell |
2,000
-1,000
| -33% | -$31.5K | ﹤0.01% | 290 |
|
|
2021
Q4 | $105K | Buy |
3,000
+2,000
| +200% | +$70K | 0.01% | 260 |
|
|
2021
Q3 | $36.4K | Hold |
1,000
| – | – | ﹤0.01% | 349 |
|
|
2021
Q2 | $31K | Buy |
+1,000
| New | +$31K | ﹤0.01% | 369 |
|