Phillips Wealth Planners’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
$315K Buy
5,679
+286
+5% +$15.9K 0.29% 123
2025
Q1
$268K Buy
5,393
+463
+9% +$23K 0.28% 126
2024
Q4
$279K Buy
4,930
+1,330
+37% +$75.1K 0.28% 126
2024
Q3
$213K Buy
+3,600
New +$213K 0.2% 180