PDS Planning’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 | $398K | Buy |
7,096
+788
| +12% | +$44.2K | 0.03% | 289 |
|
|
2025
Q1 | $317K | Buy |
6,308
+469
| +8% | +$23.5K | 0.03% | 312 |
|
|
2024
Q4 | $352K | Sell |
5,839
-155
| -3% | -$9.35K | 0.03% | 255 |
|
|
2024
Q3 | $345K | Buy |
5,994
+1,244
| +26% | +$71.7K | 0.03% | 266 |
|
|
2024
Q2 | $298K | Buy |
4,750
+50
| +1% | +$3.13K | 0.03% | 259 |
|
|
2024
Q1 | $273K | Buy |
4,700
+50
| +1% | +$2.91K | 0.03% | 285 |
|
|
2023
Q4 | $213K | Buy |
+4,650
| New | +$213K | 0.02% | 318 |
|
|
2023
Q3 | – | Sell |
-5,000
| Closed | -$214K | – | 341 |
|
|
2023
Q2 | $214K | Buy |
+5,000
| New | +$214K | 0.03% | 279 |
|