MWM
Moran 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 | $11.7M | Buy |
209,178
+661
| +0.3% | +$37.1K | 0.36% | 85 |
|
2025
Q1 | $10.5M | Buy |
208,517
+195,946
| +1,559% | +$9.84M | 0.35% | 92 |
|
2024
Q4 | $758K | Sell |
12,571
-197
| -2% | -$11.9K | 0.02% | 321 |
|
2024
Q3 | $736K | Buy |
12,768
+1,588
| +14% | +$91.5K | 0.02% | 328 |
|
2024
Q2 | $700K | Buy |
11,180
+11,018
| +6,801% | +$690K | 0.02% | 309 |
|
2024
Q1 | $471K | Buy |
162
+73
| +82% | +$212K | 0.02% | 328 |
|
2023
Q4 | $204K | Buy |
+89
| New | +$204K | 0.01% | 405 |
|