MGWM
Marks Group Wealth Management’s Chipotle Mexican Grill CMG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.19M | Buy |
110,241
+1,427
| +1% | +$80.1K | 0.58% | 75 |
|
|
2025
Q1 | $5.46M | Buy |
108,814
+3,728
| +4% | +$187K | 0.53% | 75 |
|
|
2024
Q4 | $6.34M | Buy |
105,086
+1,943
| +2% | +$117K | 0.62% | 73 |
|
|
2024
Q3 | $5.94M | Buy |
103,143
+48,937
| +90% | +$2.82M | 0.57% | 73 |
|
|
2024
Q2 | $3.4M | Buy |
54,206
+53,131
| +4,942% | +$3.33M | 0.36% | 90 |
|
|
2024
Q1 | $3.12M | Buy |
1,075
+36
| +3% | +$105K | 0.33% | 91 |
|
|
2023
Q4 | $2.38M | Buy |
1,039
+451
| +77% | +$1.03M | 0.27% | 105 |
|
|
2023
Q3 | $1.08M | Sell |
588
-9
| -2% | -$16.5K | 0.13% | 154 |
|
|
2023
Q2 | $1.28M | Sell |
597
-6
| -1% | -$12.8K | 0.15% | 146 |
|
|
2023
Q1 | $1.03M | Buy |
603
+13
| +2% | +$22.2K | 0.13% | 157 |
|
|
2022
Q4 | $819K | Buy |
+590
| New | +$819K | 0.11% | 176 |
|