Pinnacle Wealth Planning Services’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 | $509K | Sell |
9,059
-68
| -0.7% | -$3.82K | 0.07% | 194 |
|
|
2025
Q1 | $458K | Sell |
9,127
-27
| -0.3% | -$1.36K | 0.07% | 178 |
|
|
2024
Q4 | $552K | Sell |
9,154
-2,728
| -23% | -$164K | 0.08% | 146 |
|
|
2024
Q3 | $685K | Buy |
11,882
+2,580
| +28% | +$149K | 0.09% | 140 |
|
|
2024
Q2 | $583K | Buy |
9,302
+1,902
| +26% | +$119K | 0.08% | 156 |
|
|
2024
Q1 | $430K | Sell |
7,400
-700
| -9% | -$40.7K | 0.06% | 219 |
|
|
2023
Q4 | $370K | Sell |
8,100
-50
| -0.6% | -$2.29K | 0.06% | 220 |
|
|
2023
Q3 | $299K | Sell |
8,150
-1,700
| -17% | -$62.3K | 0.05% | 254 |
|
|
2023
Q2 | $421K | Buy |
9,850
+2,850
| +41% | +$122K | 0.07% | 199 |
|
|
2023
Q1 | $239K | Buy |
+7,000
| New | +$239K | 0.04% | 321 |
|
|
2022
Q4 | – | Sell |
-7,550
| Closed | -$227K | – | 454 |
|
|
2022
Q3 | $227K | Buy |
+7,550
| New | +$227K | 0.04% | 294 |
|
|
2022
Q2 | – | Sell |
-6,800
| Closed | -$215K | – | 431 |
|
|
2022
Q1 | $215K | Buy |
6,800
+700
| +11% | +$22.1K | 0.04% | 356 |
|
|
2021
Q4 | $214K | Hold |
6,100
| – | – | 0.04% | 346 |
|
|
2021
Q3 | $222K | Buy |
+6,100
| New | +$222K | 0.05% | 304 |
|
|
2021
Q1 | – | Sell |
-4,700
| Closed | -$130K | – | 660 |
|
|
2020
Q4 | $130K | Buy |
+4,700
| New | +$130K | 0.03% | 379 |
|