Kingswood 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 | $210K | Sell |
3,747
-271
| -7% | -$15.2K | 0.02% | 687 |
|
|
2025
Q1 | $203K | Sell |
4,018
-431
| -10% | -$21.8K | 0.02% | 680 |
|
|
2024
Q4 | $268K | Sell |
4,449
-28,386
| -86% | -$1.71M | 0.02% | 645 |
|
|
2024
Q3 | $1.89M | Sell |
32,835
-9,716
| -23% | -$560K | 0.13% | 175 |
|
|
2024
Q2 | $2.67M | Buy |
42,551
+12,651
| +42% | +$793K | 0.24% | 92 |
|
|
2024
Q1 | $1.74M | Sell |
29,900
-1,450
| -5% | -$84.3K | 0.2% | 122 |
|
|
2023
Q4 | $1.43M | Sell |
31,350
-1,950
| -6% | -$89.2K | 0.16% | 145 |
|
|
2023
Q3 | $1.22M | Buy |
+33,300
| New | +$1.22M | 0.21% | 125 |
|