JWM
Jupiter 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 | $733K | Sell |
16,850
-4,750
| -22% | -$207K | 0.37% | 53 |
|
|
2025
Q1 | $1.13M | Sell |
21,600
-1,979
| -8% | -$103K | 0.68% | 34 |
|
|
2024
Q4 | $1.42M | Hold |
23,579
| – | – | 0.71% | 34 |
|
|
2024
Q3 | $1.36M | Buy |
23,579
+5,979
| +34% | +$345K | 0.7% | 40 |
|
|
2024
Q2 | $956K | Buy |
17,600
+17,198
| +4,278% | +$934K | 0.51% | 47 |
|
|
2024
Q1 | $1.28M | Sell |
402
-10
| -2% | -$31.8K | 0.68% | 38 |
|
|
2023
Q4 | $942K | Hold |
412
| – | – | 0.55% | 46 |
|
|
2023
Q3 | $874K | Buy |
412
+100
| +32% | +$212K | 0.57% | 45 |
|
|
2023
Q2 | $667K | Buy |
312
+252
| +420% | +$539K | 0.57% | 41 |
|
|
2023
Q1 | $102K | Buy |
+60
| New | +$102K | 0.09% | 66 |
|
|
2022
Q2 | – | Sell |
-409
| Closed | -$647K | – | 66 |
|
|
2022
Q1 | $647K | Sell |
409
-513
| -56% | -$812K | 0.4% | 50 |
|
|
2021
Q4 | $1.61M | Hold |
922
| – | – | 0.84% | 31 |
|
|
2021
Q3 | $1.67M | Hold |
922
| – | – | 0.79% | 36 |
|
|
2021
Q2 | $1.74M | Buy |
922
+22
| +2% | +$41.5K | 0.83% | 33 |
|
|
2021
Q1 | $1.34M | Buy |
900
+10
| +1% | +$14.8K | 0.67% | 38 |
|
|
2020
Q4 | $1.23M | Hold |
890
| – | – | 0.76% | 34 |
|
|
2020
Q3 | $1.11M | Buy |
+890
| New | +$1.11M | 0.78% | 32 |
|