LWA
Lineweaver Wealth Advisors’s Chipotle Mexican Grill CMG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $226K | Buy |
+4,028
| New | +$226K | 0.04% | 145 |
|
2025
Q1 | – | Sell |
-3,526
| Closed | -$213K | – | 146 |
|
2024
Q4 | $213K | Buy |
+3,526
| New | +$213K | 0.04% | 129 |
|
2024
Q3 | – | Sell |
-3,539
| Closed | -$222K | – | 127 |
|
2024
Q2 | $222K | Buy |
+3,539
| New | +$222K | 0.05% | 119 |
|
2023
Q3 | – | Sell |
-95
| Closed | -$203K | – | 137 |
|
2023
Q2 | $203K | Buy |
+95
| New | +$203K | 0.06% | 114 |
|