Lyell 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $253K | Sell |
4,500
-113
| -2% | -$6.35K | 0.02% | 197 |
|
|
2025
Q1 | $232K | Sell |
4,613
-249
| -5% | -$12.5K | 0.02% | 192 |
|
|
2024
Q4 | $293K | Hold |
4,862
| – | – | 0.03% | 170 |
|
|
2024
Q3 | $280K | Buy |
4,862
+1,007
| +26% | +$58K | 0.03% | 181 |
|
|
2024
Q2 | $242K | Buy |
3,855
+355
| +10% | +$22.2K | 0.02% | 186 |
|
|
2024
Q1 | $203K | Buy |
+3,500
| New | +$203K | 0.02% | 193 |
|