Morling Financial Advisors’s Chipotle Mexican Grill CMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $363K | Sell |
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|
2025
Q2 | $523K | Sell |
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|
2025
Q1 | $523K | Buy |
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|
2024
Q4 | $566K | Buy |
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|
2024
Q3 | $536K | Buy |
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|
2024
Q2 | $580K | Sell |
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|
2024
Q1 | $567K | Hold |
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|
2023
Q4 | $446K | Hold |
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|
2023
Q3 | $357K | Hold |
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|
2023
Q2 | $417K | Hold |
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|
2023
Q1 | $333K | Buy |
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|
2022
Q4 | $257K | Hold |
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|
2022
Q3 | $278K | Hold |
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|
2022
Q2 | $242K | Hold |
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|
2022
Q1 | $293K | Hold |
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|
2021
Q4 | $323K | Buy |
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