LFA
Legacy Financial Advisors’s Chipotle Mexican Grill CMG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $386K | Buy |
6,881
+802
| +13% | +$45K | 0.06% | 232 |
|
|
2025
Q1 | $305K | Sell |
6,079
-1,231
| -17% | -$61.8K | 0.05% | 268 |
|
|
2024
Q4 | $441K | Buy |
7,310
+840
| +13% | +$50.7K | 0.07% | 212 |
|
|
2024
Q3 | $373K | Buy |
6,470
+870
| +16% | +$50.1K | 0.06% | 240 |
|
|
2024
Q2 | $351K | Buy |
5,600
+5,491
| +5,038% | +$344K | 0.06% | 230 |
|
|
2024
Q1 | $317K | Buy |
109
+10
| +10% | +$29.1K | 0.06% | 242 |
|
|
2023
Q4 | $226K | Buy |
+99
| New | +$226K | 0.04% | 273 |
|
|
2023
Q3 | – | Sell |
-94
| Closed | -$201K | – | 269 |
|
|
2023
Q2 | $201K | Buy |
+94
| New | +$201K | 0.04% | 252 |
|
|
2022
Q1 | – | Sell |
-161
| Closed | -$281K | – | 243 |
|
|
2021
Q4 | $281K | Sell |
161
-5
| -3% | -$8.73K | 0.06% | 149 |
|
|
2021
Q3 | $302K | Buy |
166
+4
| +2% | +$7.28K | 0.07% | 122 |
|
|
2021
Q2 | $251K | Sell |
162
-1
| -0.6% | -$1.55K | 0.06% | 146 |
|
|
2021
Q1 | $232K | Buy |
163
+6
| +4% | +$8.54K | 0.06% | 141 |
|
|
2020
Q4 | $218K | Buy |
+157
| New | +$218K | 0.06% | 133 |
|
|
2019
Q2 | – | Sell |
-38
| Closed | -$27K | – | 272 |
|
|
2019
Q1 | $27K | Buy |
38
+2
| +6% | +$1.42K | 0.01% | 395 |
|
|
2018
Q4 | $16K | Buy |
+36
| New | +$16K | 0.01% | 450 |
|