Institute for Wealth Management’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 | $284K | Buy |
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|
2025
Q2 | $402K | Hold |
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|
2025
Q1 | $359K | Hold |
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|
2024
Q4 | $431K | Hold |
|
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|
2024
Q3 | $412K | Buy |
|
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|
2024
Q2 | $440K | Buy |
|
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|
2024
Q1 | $408K | Sell |
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|
2023
Q4 | $328K | Sell |
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|
2023
Q3 | $266K | Sell |
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|
2023
Q2 | $322K | Sell |
|
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|
2023
Q1 | $271K | Sell |
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|
2022
Q4 | $252K | Sell |
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|
2022
Q3 | $277K | Sell |
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|
2022
Q2 | $242K | Hold |
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|
2022
Q1 | $293K | Buy |
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|
2021
Q4 | $277K | Buy |
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|
2021
Q3 | $277K | Hold |
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|
2021
Q2 | $236K | Sell |
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|
2021
Q1 | $231K | Sell |
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|
2020
Q4 | $242K | Sell |
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|
2020
Q3 | $262K | Hold |
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|
2020
Q2 | $222K | Buy |
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