KWM
Keebeck 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 | $417K | Buy |
7,432
+199
| +3% | +$11.2K | 0.05% | 225 |
|
|
2025
Q1 | $363K | Buy |
7,233
+363
| +5% | +$18.2K | 0.05% | 194 |
|
|
2024
Q4 | $414K | Hold |
6,870
| – | – | 0.06% | 182 |
|
|
2024
Q3 | $396K | Buy |
+6,870
| New | +$396K | 0.06% | 189 |
|
|
2021
Q3 | – | Sell |
-9,032
| Closed | -$14M | – | 221 |
|
|
2021
Q2 | $14M | Hold |
9,032
| – | – | 2.02% | 8 |
|
|
2021
Q1 | $12.8M | Hold |
9,032
| – | – | 1.99% | 13 |
|
|
2020
Q4 | $12.5M | Hold |
9,032
| – | – | 2.18% | 13 |
|
|
2020
Q3 | $11.2M | Buy |
+9,032
| New | +$11.2M | 2.32% | 12 |
|