Householder Group Estate & Retirement Specialist’s Chipotle Mexican Grill CMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $81K | Sell |
1,352
-2,000
| -60% | -$120K | 0.06% | 170 |
|
|
2024
Q3 | $193K | Sell |
3,352
-1,748
| -34% | -$101K | 0.06% | 250 |
|
|
2024
Q2 | $319K | Buy |
5,100
+4,300
| +538% | +$269K | 0.09% | 182 |
|
|
2024
Q1 | $46.5K | Buy |
800
+350
| +78% | +$20.3K | 0.01% | 485 |
|
|
2023
Q4 | $20K | Hold |
450
| – | – | 0.01% | 641 |
|
|
2023
Q3 | $16.5K | Buy |
+450
| New | +$16.5K | 0.01% | 676 |
|
|
2023
Q1 | $15K | Buy |
+450
| New | +$15K | 0.01% | 695 |
|
|
2022
Q4 | – | Sell |
-200
| Closed | -$6K | – | 462 |
|
|
2022
Q3 | $6K | Buy |
+200
| New | +$6K | ﹤0.01% | 831 |
|