Heritage Wealth Advisors’s Chipotle Mexican Grill CMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.49K | Sell |
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|
2025
Q2 | $9.55K | Hold |
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2025
Q1 | $8.54K | Hold |
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|
2024
Q4 | $10.3K | Sell |
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|
2024
Q3 | $80.1K | Buy |
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|
2024
Q2 | $78.3K | Hold |
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|
2024
Q1 | $72.7K | Hold |
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|
2023
Q4 | $57.2K | Hold |
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|
2023
Q3 | $45.8K | Hold |
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|
2023
Q2 | $53.5K | Sell |
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|
2023
Q1 | $46.1K | Sell |
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|
2022
Q4 | $40.2K | Hold |
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|
2022
Q3 | $43.6K | Buy |
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|
2022
Q2 | $7K | Sell |
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|
2022
Q1 | $63K | Sell |
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|
2021
Q4 | $105K | Buy |
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|
2021
Q3 | $36.4K | Hold |
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|
2021
Q2 | $31K | Buy |
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