Nvest Financial’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 |
-23,418
| Closed | -$1.41M | – | 98 |
|
|
2024
Q4 | $1.41M | Buy |
23,418
+4,955
| +27% | +$299K | 0.72% | 41 |
|
|
2024
Q3 | $1.06M | Sell |
18,463
-234
| -1% | -$13.5K | 0.61% | 46 |
|
|
2024
Q2 | $1.17M | Buy |
18,697
+5,197
| +38% | +$326K | 0.72% | 41 |
|
|
2024
Q1 | $785K | Buy |
+13,500
| New | +$785K | 0.52% | 48 |
|