Herold 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
Sell
2025
Q2
$243K Sell
2025
Q1
$228K Hold
2024
Q4
$274K Buy
2024
Q3
$254K Hold
2024
Q2
$276K Buy
2024
Q1
$203K Buy
2022
Q2
Sell
2022
Q1
$82.3K Buy
2021
Q4
Sell
2021
Q3
$94K Buy