Marcum Wealth’s Chipotle Mexican Grill CMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $642K | Sell |
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|
2024
Q4 | $781K | Sell |
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|
2024
Q3 | $1.19M | Sell |
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|
2024
Q2 | $1.32M | Buy |
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|
2024
Q1 | $1.19M | Sell |
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|
2023
Q4 | $990K | Sell |
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|
2023
Q3 | $804K | Buy |
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|
2023
Q2 | $928K | Sell |
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|
2023
Q1 | $1.09M | Buy |
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|
2022
Q4 | $605K | Sell |
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|
2022
Q3 | $703K | Buy |
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|
2022
Q2 | $587K | Buy |
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|
2022
Q1 | $687K | Buy |
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|
2021
Q4 | $729K | Buy |
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|
2021
Q3 | $224K | Sell |
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|
2021
Q2 | $205K | Buy |
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