JPWM
Jamison Private Wealth Management’s Chipotle Mexican Grill CMG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $557K | Buy |
9,925
+43
| +0.4% | +$2.41K | 0.08% | 140 |
|
|
2025
Q1 | $496K | Hold |
9,882
| – | – | 0.08% | 140 |
|
|
2024
Q4 | $596K | Buy |
9,882
+8,832
| +841% | +$533K | 0.09% | 131 |
|
|
2024
Q3 | $60.5K | Hold |
1,050
| – | – | 0.01% | 244 |
|
|
2024
Q2 | $65.8K | Buy |
1,050
+1,029
| +4,900% | +$64.5K | 0.01% | 237 |
|
|
2024
Q1 | $61K | Hold |
21
| – | – | 0.01% | 244 |
|
|
2023
Q4 | $48K | Hold |
21
| – | – | 0.01% | 238 |
|
|
2023
Q3 | $38.5K | Buy |
+21
| New | +$38.5K | 0.01% | 239 |
|