Northern Financial 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 | $721K | Buy |
12,849
+1
| +0% | +$56 | 0.54% | 53 |
|
|
2025
Q1 | $645K | Hold |
12,848
| – | – | 0.53% | 59 |
|
|
2024
Q4 | $775K | Sell |
12,848
-1,444
| -10% | -$87.1K | 0.62% | 49 |
|
|
2024
Q3 | $824K | Sell |
14,292
-350
| -2% | -$20.2K | 0.62% | 52 |
|
|
2024
Q2 | $917K | Sell |
14,642
-258
| -2% | -$16.2K | 0.74% | 47 |
|
|
2024
Q1 | $866K | Hold |
14,900
| – | – | 0.68% | 51 |
|
|
2023
Q4 | $682K | Hold |
14,900
| – | – | 0.57% | 60 |
|
|
2023
Q3 | $546K | Sell |
14,900
-50
| -0.3% | -$1.83K | 0.5% | 62 |
|
|
2023
Q2 | $640K | Hold |
14,950
| – | – | 0.56% | 56 |
|
|
2023
Q1 | $511K | Sell |
14,950
-1,200
| -7% | -$41K | 0.48% | 67 |
|
|
2022
Q4 | $448K | Buy |
+16,150
| New | +$448K | 0.51% | 61 |
|