Laidlaw Wealth Management’s Chipotle Mexican Grill CMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,500
| Closed | -$219K | – | 181 |
|
|
2024
Q2 | $219K | Buy |
+3,500
| New | +$219K | 0.12% | 152 |
|
|
2024
Q1 | – | Sell |
-8,450
| Closed | -$386K | – | 187 |
|
|
2023
Q4 | $386K | Sell |
8,450
-5,050
| -37% | -$231K | 0.14% | 152 |
|
|
2023
Q3 | $495K | Buy |
13,500
+5,550
| +70% | +$203K | 0.16% | 145 |
|
|
2023
Q2 | $340K | Sell |
7,950
-2,300
| -22% | -$98.4K | 0.07% | 248 |
|
|
2023
Q1 | $350K | Buy |
10,250
+400
| +4% | +$13.7K | 0.07% | 243 |
|
|
2022
Q4 | $273K | Buy |
9,850
+500
| +5% | +$13.9K | 0.06% | 281 |
|
|
2022
Q3 | $281K | Buy |
9,350
+850
| +10% | +$25.5K | 0.07% | 248 |
|
|
2022
Q2 | $222K | Buy |
8,500
+800
| +10% | +$20.9K | 0.05% | 323 |
|
|
2022
Q1 | $244K | Buy |
7,700
+700
| +10% | +$22.2K | 0.04% | 330 |
|
|
2021
Q4 | $245K | Buy |
+7,000
| New | +$245K | 0.04% | 345 |
|