Jeppson 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 | $296K | Hold |
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|
2025
Q2 | $424K | Hold |
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|
2025
Q1 | $379K | Hold |
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|
2024
Q4 | $455K | Hold |
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|
2024
Q3 | $435K | Hold |
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|
2024
Q2 | $473K | Hold |
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|
2024
Q1 | $439K | Hold |
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|
2023
Q4 | $345K | Hold |
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|
2023
Q3 | $277K | Hold |
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|
2023
Q2 | $323K | Sell |
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|
2023
Q1 | $301K | Sell |
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|
2022
Q4 | $279K | Hold |
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|
2022
Q3 | $302K | Hold |
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|
2022
Q2 | $263K | Hold |
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|
2022
Q1 | $317K | Buy |
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|
2021
Q4 | $350K | Hold |
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|
2021
Q3 | $363K | Hold |
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|
2021
Q2 | $310K | Hold |
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|
2021
Q1 | $284K | Hold |
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|
2020
Q4 | $277K | Hold |
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|
2020
Q3 | $249K | Buy |
|