LA
Legacy Advisors’s Chipotle Mexican Grill CMG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,207
| Closed | -$312K | – | 96 |
|
|
2025
Q1 | $312K | Sell |
6,207
-336
| -5% | -$16.9K | 0.03% | 317 |
|
|
2024
Q4 | $395K | Buy |
6,543
+1,313
| +25% | +$79.2K | 0.04% | 279 |
|
|
2024
Q3 | $301K | Buy |
5,230
+180
| +4% | +$10.4K | 0.03% | 297 |
|
|
2024
Q2 | $316K | Buy |
+5,050
| New | +$316K | 0.04% | 245 |
|
|
2018
Q4 | – | Sell |
-9
| Closed | -$4K | – | 177 |
|
|
2018
Q3 | $4K | Buy |
+9
| New | +$4K | ﹤0.01% | 417 |
|
|
2017
Q4 | – | Sell |
-6
| Closed | -$1K | – | 362 |
|
|
2017
Q3 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 339 |
|