LWA
Lowe 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 | – | Sell |
-50
| Closed | -$2.51K | – | 364 |
|
2025
Q1 | $2.51K | Sell |
50
-50
| -50% | -$2.51K | ﹤0.01% | 328 |
|
2024
Q4 | $6.03K | Buy |
+100
| New | +$6.03K | ﹤0.01% | 262 |
|
2023
Q3 | – | Sell |
-11
| Closed | -$23.5K | – | 314 |
|
2023
Q2 | $23.5K | Hold |
11
| – | – | 0.01% | 149 |
|
2023
Q1 | $18.8K | Hold |
11
| – | – | 0.01% | 155 |
|
2022
Q4 | $15.3K | Hold |
11
| – | – | 0.01% | 178 |
|
2022
Q3 | $17K | Hold |
11
| – | – | 0.01% | 156 |
|
2022
Q2 | $14K | Hold |
11
| – | – | 0.01% | 161 |
|
2022
Q1 | $17K | Hold |
11
| – | – | 0.01% | 160 |
|
2021
Q4 | $19K | Hold |
11
| – | – | 0.01% | 152 |
|
2021
Q3 | $20K | Hold |
11
| – | – | 0.01% | 142 |
|
2021
Q2 | $17K | Hold |
11
| – | – | 0.01% | 147 |
|
2021
Q1 | $16K | Hold |
11
| – | – | 0.01% | 145 |
|
2020
Q4 | $15K | Hold |
11
| – | – | 0.01% | 141 |
|
2020
Q3 | $14K | Hold |
11
| – | – | 0.01% | 137 |
|
2020
Q2 | $12K | Hold |
11
| – | – | 0.01% | 135 |
|
2020
Q1 | $7K | Sell |
11
-2
| -15% | -$1.27K | ﹤0.01% | 170 |
|
2019
Q4 | $11K | Buy |
13
+2
| +18% | +$1.69K | 0.01% | 154 |
|
2019
Q3 | $9K | Hold |
11
| – | – | 0.01% | 160 |
|
2019
Q2 | $8K | Hold |
11
| – | – | ﹤0.01% | 179 |
|
2019
Q1 | $7K | Hold |
11
| – | – | ﹤0.01% | 163 |
|
2018
Q4 | $5K | Hold |
11
| – | – | ﹤0.01% | 169 |
|
2018
Q3 | $5K | Hold |
11
| – | – | ﹤0.01% | 180 |
|
2018
Q2 | $5K | Sell |
11
-8
| -42% | -$3.64K | ﹤0.01% | 167 |
|
2018
Q1 | $6K | Hold |
19
| – | – | ﹤0.01% | 172 |
|
2017
Q4 | $5K | Sell |
19
-5
| -21% | -$1.32K | ﹤0.01% | 185 |
|
2017
Q3 | $7K | Hold |
24
| – | – | ﹤0.01% | 165 |
|
2017
Q2 | $10K | Hold |
24
| – | – | 0.01% | 132 |
|
2017
Q1 | $11K | Hold |
24
| – | – | 0.01% | 125 |
|
2016
Q4 | $9K | Hold |
24
| – | – | 0.01% | 136 |
|
2016
Q3 | $10K | Buy |
24
+10
| +71% | +$4.17K | 0.01% | 139 |
|
2016
Q2 | $6K | Hold |
14
| – | – | ﹤0.01% | 146 |
|
2016
Q1 | $7K | Buy |
14
+12
| +600% | +$6K | ﹤0.01% | 139 |
|
2015
Q4 | $1K | Hold |
2
| – | – | ﹤0.01% | 212 |
|
2015
Q3 | $1K | Hold |
2
| – | – | ﹤0.01% | 208 |
|
2015
Q2 | $1K | Hold |
2
| – | – | ﹤0.01% | 205 |
|
2015
Q1 | $1K | Hold |
2
| – | – | ﹤0.01% | 205 |
|
2014
Q4 | $1K | Buy |
+2
| New | +$1K | ﹤0.01% | 183 |
|