JWM
Jessup Wealth Management’s Chipotle Mexican Grill CMG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-37,500
| Closed | -$2.26M | – | 75 |
|
|
2024
Q4 | $2.26M | Sell |
37,500
-340
| -0.9% | -$20.5K | 0.96% | 23 |
|
|
2024
Q3 | $2.18M | Buy |
+37,840
| New | +$2.18M | 1% | 22 |
|
|
2023
Q1 | – | Sell |
-2,134
| Closed | -$2.96M | – | 66 |
|
|
2022
Q4 | $2.96M | Buy |
+2,134
| New | +$2.96M | 1.88% | 19 |
|