Pacific Capital Wealth 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
Q1 | – | Sell |
-3,500
| Closed | -$211K | – | 142 |
|
|
2024
Q4 | $211K | Sell |
3,500
-47
| -1% | -$2.83K | 0.04% | 77 |
|
|
2024
Q3 | $204K | Buy |
3,547
+47
| +1% | +$2.71K | 0.03% | 77 |
|
|
2024
Q2 | $219K | Hold |
3,500
| – | – | 0.04% | 67 |
|
|
2024
Q1 | $203K | Hold |
3,500
| – | – | 0.05% | 62 |
|
|
2023
Q4 | $160K | Buy |
+3,500
| New | +$160K | 0.04% | 71 |
|
|
2020
Q4 | – | Sell |
-3,500
| Closed | -$87K | – | 91 |
|
|
2020
Q3 | $87K | Buy |
+3,500
| New | +$87K | 0.05% | 89 |
|