Modera 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
Q1 | – | Sell |
-3,551
| Closed | -$214K | – | 611 |
|
|
2024
Q4 | $214K | Buy |
+3,551
| New | +$214K | ﹤0.01% | 581 |
|
|
2024
Q3 | – | Sell |
-6,257
| Closed | -$392K | – | 605 |
|
|
2024
Q2 | $392K | Buy |
+6,257
| New | +$392K | 0.01% | 431 |
|
|
2022
Q1 | – | Sell |
-7,850
| Closed | -$274K | – | 402 |
|
|
2021
Q4 | $274K | Buy |
+7,850
| New | +$274K | 0.01% | 445 |
|