Moneta Group Investment Advisors’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 | $347K | Sell |
6,173
-4,081
| -40% | -$229K | ﹤0.01% | 525 |
|
2025
Q1 | $515K | Sell |
10,254
-4,705
| -31% | -$236K | 0.01% | 412 |
|
2024
Q4 | $902K | Buy |
14,959
+51
| +0.3% | +$3.08K | 0.01% | 299 |
|
2024
Q3 | $859K | Buy |
14,908
+1,397
| +10% | +$80.5K | 0.01% | 301 |
|
2024
Q2 | $846K | Sell |
13,511
-423,989
| -97% | -$26.6M | 0.01% | 290 |
|
2024
Q1 | $509K | Buy |
+437,500
| New | +$509K | 0.01% | 374 |
|
2023
Q1 | – | Sell |
-6,550
| Closed | -$216K | – | 543 |
|
2022
Q4 | $216K | Buy |
+6,550
| New | +$216K | 0.01% | 424 |
|
2018
Q2 | – | Sell |
-200
| Closed | -$1K | – | 429 |
|
2018
Q1 | $1K | Buy |
+200
| New | +$1K | ﹤0.01% | 568 |
|