JFS Wealth Advisors’s Chipotle Mexican Grill CMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.2K | Buy |
378
+21
| +6% | +$1.18K | ﹤0.01% | 644 |
|
|
2025
Q1 | $17.9K | Sell |
357
-2
| -0.6% | -$100 | ﹤0.01% | 690 |
|
|
2024
Q4 | $21.6K | Hold |
359
| – | – | ﹤0.01% | 621 |
|
|
2024
Q3 | $20.7K | Buy |
359
+9
| +3% | +$519 | ﹤0.01% | 633 |
|
|
2024
Q2 | $21.9K | Sell |
350
-350
| -50% | -$21.9K | ﹤0.01% | 584 |
|
|
2024
Q1 | $40.7K | Buy |
700
+350
| +100% | +$20.3K | ﹤0.01% | 471 |
|
|
2023
Q4 | $16K | Hold |
350
| – | – | ﹤0.01% | 642 |
|
|
2023
Q3 | $12.8K | Hold |
350
| – | – | ﹤0.01% | 644 |
|
|
2023
Q2 | $15K | Buy |
350
+50
| +17% | +$2.14K | ﹤0.01% | 605 |
|
|
2023
Q1 | $10.3K | Hold |
300
| – | – | ﹤0.01% | 712 |
|
|
2022
Q4 | $8.33K | Sell |
300
-100
| -25% | -$2.78K | ﹤0.01% | 778 |
|
|
2022
Q3 | $12K | Buy |
400
+350
| +700% | +$10.5K | ﹤0.01% | 670 |
|
|
2022
Q2 | $1K | Sell |
50
-250
| -83% | -$5K | ﹤0.01% | 1487 |
|
|
2022
Q1 | $9K | Buy |
300
+200
| +200% | +$6K | ﹤0.01% | 812 |
|
|
2021
Q4 | $3K | Sell |
100
-150
| -60% | -$4.5K | ﹤0.01% | 923 |
|
|
2021
Q3 | $9K | Buy |
250
+150
| +150% | +$5.4K | ﹤0.01% | 652 |
|
|
2021
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 524 |
|
|
2021
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 507 |
|
|
2020
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 505 |
|
|
2020
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 505 |
|
|
2020
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 481 |
|
|
2020
Q1 | $1K | Sell |
100
-100
| -50% | -$1K | ﹤0.01% | 466 |
|
|
2019
Q4 | $3K | Hold |
200
| – | – | ﹤0.01% | 430 |
|
|
2019
Q3 | $3K | Buy |
+200
| New | +$3K | ﹤0.01% | 427 |
|
|
2015
Q3 | – | Sell |
-300
| Closed | -$4K | – | 492 |
|
|
2015
Q2 | $4K | Hold |
300
| – | – | ﹤0.01% | 419 |
|
|
2015
Q1 | $4K | Hold |
300
| – | – | ﹤0.01% | 426 |
|
|
2014
Q4 | $4K | Buy |
300
+50
| +20% | +$667 | ﹤0.01% | 445 |
|
|
2014
Q3 | $3K | Sell |
250
-50
| -17% | -$600 | ﹤0.01% | 408 |
|
|
2014
Q2 | $4K | Buy |
+300
| New | +$4K | ﹤0.01% | 388 |
|