Marion 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 | $293K | Hold |
5,220
| – | – | 0.07% | 107 |
|
2025
Q1 | $262K | Buy |
5,220
+100
| +2% | +$5.02K | 0.07% | 111 |
|
2024
Q4 | $309K | Sell |
5,120
-4,550
| -47% | -$274K | 0.08% | 110 |
|
2024
Q3 | $557K | Buy |
9,670
+20
| +0.2% | +$1.15K | 0.15% | 86 |
|
2024
Q2 | $605K | Buy |
9,650
+4,550
| +89% | +$285K | 0.18% | 83 |
|
2024
Q1 | $296K | Hold |
5,100
| – | – | 0.09% | 106 |
|
2023
Q4 | $233K | Buy |
+5,100
| New | +$233K | 0.07% | 108 |
|
2023
Q3 | – | Sell |
-5,100
| Closed | -$218K | – | 110 |
|
2023
Q2 | $218K | Buy |
+5,100
| New | +$218K | 0.08% | 104 |
|
2022
Q4 | – | Sell |
-10,100
| Closed | -$304K | – | 103 |
|
2022
Q3 | $304K | Hold |
10,100
| – | – | 0.16% | 87 |
|
2022
Q2 | $264K | Buy |
+10,100
| New | +$264K | 0.14% | 91 |
|