IAM Advisory’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
Q1
Sell
-13,966
Closed -$842K 101
2024
Q4
$842K Sell
13,966
-601
-4% -$36.2K 0.21% 62
2024
Q3
$839K Buy
14,567
+172
+1% +$9.91K 0.21% 63
2024
Q2
$902K Buy
+14,395
New +$902K 0.24% 57