Janiczek Wealth Management’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
Q2 | $78.3K | Buy |
1,250
+200
| +19% | +$12.5K | 0.02% | 326 |
|
2024
Q1 | $61K | Buy |
1,050
+100
| +11% | +$5.81K | 0.01% | 375 |
|
2023
Q4 | $43.5K | Sell |
950
-50
| -5% | -$2.29K | 0.01% | 409 |
|
2023
Q3 | $36.6K | Buy |
1,000
+50
| +5% | +$1.83K | 0.01% | 416 |
|
2023
Q2 | $40.6K | Hold |
950
| – | – | 0.01% | 345 |
|
2023
Q1 | $33K | Sell |
950
-200
| -17% | -$6.95K | 0.01% | 366 |
|
2022
Q4 | $34.8K | Buy |
1,150
+50
| +5% | +$1.51K | 0.01% | 362 |
|
2022
Q3 | $32K | Buy |
1,100
+50
| +5% | +$1.46K | 0.01% | 369 |
|
2022
Q2 | $33K | Sell |
1,050
-50
| -5% | -$1.57K | 0.01% | 369 |
|
2022
Q1 | $35K | Sell |
1,100
-100
| -8% | -$3.18K | 0.01% | 366 |
|
2021
Q4 | $42K | Buy |
1,200
+700
| +140% | +$24.5K | 0.01% | 340 |
|
2021
Q3 | $18K | Buy |
500
+50
| +11% | +$1.8K | 0.01% | 473 |
|
2021
Q2 | $14K | Buy |
450
+150
| +50% | +$4.67K | 0.01% | 498 |
|
2021
Q1 | $9K | Sell |
300
-750
| -71% | -$22.5K | ﹤0.01% | 547 |
|
2020
Q4 | $29K | Buy |
1,050
+100
| +11% | +$2.76K | 0.01% | 284 |
|
2020
Q3 | $24K | Buy |
950
+150
| +19% | +$3.79K | 0.01% | 142 |
|
2020
Q2 | $17K | Hold |
800
| – | – | 0.01% | 121 |
|
2020
Q1 | $10K | Hold |
800
| – | – | 0.01% | 105 |
|
2019
Q4 | $13K | Hold |
800
| – | – | 0.01% | 103 |
|
2019
Q3 | $13K | Hold |
800
| – | – | 0.01% | 106 |
|
2019
Q2 | $12K | Hold |
800
| – | – | 0.01% | 131 |
|
2019
Q1 | $11K | Hold |
800
| – | – | 0.01% | 112 |
|
2018
Q4 | $7K | Hold |
800
| – | – | ﹤0.01% | 115 |
|
2018
Q3 | $7K | Hold |
800
| – | – | ﹤0.01% | 102 |
|
2018
Q2 | $7K | Buy |
+800
| New | +$7K | ﹤0.01% | 108 |
|