Kingswood Wealth Advisors’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
Q4
$215K Buy
2025
Q3
Sell
2025
Q2
$210K Sell
2025
Q1
$203K Sell
2024
Q4
$268K Sell
2024
Q3
$1.89M Sell
2024
Q2
$2.67M Buy
2024
Q1
$1.74M Sell
2023
Q4
$1.43M Sell
2023
Q3
$1.22M Buy