KWM
Kolinsky Wealth Management’s Chipotle Mexican Grill CMG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $663K | Buy |
10,987
+502
| +5% | +$30.3K | 0.4% | 49 |
|
|
2024
Q3 | $604K | Sell |
10,485
-47
| -0.4% | -$2.71K | 0.39% | 54 |
|
|
2024
Q2 | $660K | Buy |
10,532
+10,316
| +4,776% | +$646K | 0.47% | 42 |
|
|
2024
Q1 | $628K | Sell |
216
-9
| -4% | -$26.2K | 0.48% | 43 |
|
|
2023
Q4 | $515K | Sell |
225
-15
| -6% | -$34.3K | 0.45% | 48 |
|
|
2023
Q3 | $440K | Sell |
240
-11
| -4% | -$20.2K | 0.44% | 50 |
|
|
2023
Q2 | $530K | Sell |
251
-32
| -11% | -$67.5K | 0.5% | 38 |
|
|
2023
Q1 | $483K | Buy |
283
+4
| +1% | +$6.83K | 0.51% | 42 |
|
|
2022
Q4 | $387K | Buy |
279
+92
| +49% | +$128K | 0.44% | 54 |
|
|
2022
Q3 | $281K | Buy |
187
+11
| +6% | +$16.5K | 0.35% | 72 |
|
|
2022
Q2 | $230K | Buy |
176
+40
| +29% | +$52.3K | 0.27% | 102 |
|
|
2022
Q1 | $215K | Buy |
+136
| New | +$215K | 0.21% | 125 |
|