Plante Moran Financial 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
Q2 | $59.1K | Buy |
1,053
+53
| +5% | +$2.98K | ﹤0.01% | 309 |
|
|
2025
Q1 | $50.2K | Hold |
1,000
| – | – | ﹤0.01% | 333 |
|
|
2024
Q4 | $60.3K | Sell |
1,000
-447
| -31% | -$27K | 0.01% | 317 |
|
|
2024
Q3 | $83.4K | Buy |
1,447
+200
| +16% | +$11.5K | 0.01% | 307 |
|
|
2024
Q2 | $78.1K | Buy |
1,247
+247
| +25% | +$15.5K | 0.01% | 275 |
|
|
2024
Q1 | $58.1K | Buy |
1,000
+550
| +122% | +$32K | 0.01% | 316 |
|
|
2023
Q4 | $20.6K | Sell |
450
-550
| -55% | -$25.2K | ﹤0.01% | 449 |
|
|
2023
Q3 | $36.6K | Sell |
1,000
-400
| -29% | -$14.7K | ﹤0.01% | 332 |
|
|
2023
Q2 | $59.9K | Buy |
1,400
+150
| +12% | +$6.42K | 0.01% | 279 |
|
|
2023
Q1 | $42.7K | Buy |
1,250
+200
| +19% | +$6.83K | 0.01% | 313 |
|
|
2022
Q4 | $29.1K | Sell |
1,050
-450
| -30% | -$12.5K | ﹤0.01% | 390 |
|
|
2022
Q3 | $45K | Sell |
1,500
-150
| -9% | -$4.5K | 0.01% | 325 |
|
|
2022
Q2 | $43K | Buy |
1,650
+150
| +10% | +$3.91K | 0.01% | 330 |
|
|
2022
Q1 | $47K | Sell |
1,500
-250
| -14% | -$7.83K | 0.01% | 343 |
|
|
2021
Q4 | $61K | Buy |
1,750
+600
| +52% | +$20.9K | 0.01% | 321 |
|
|
2021
Q3 | $42K | Hold |
1,150
| – | – | 0.01% | 413 |
|
|
2021
Q2 | $36K | Hold |
1,150
| – | – | 0.01% | 433 |
|
|
2021
Q1 | $33K | Buy |
1,150
+600
| +109% | +$17.2K | 0.01% | 441 |
|
|
2020
Q4 | $15K | Sell |
550
-7,950
| -94% | -$217K | ﹤0.01% | 572 |
|
|
2020
Q3 | $211K | Hold |
8,500
| – | – | 0.07% | 140 |
|
|
2020
Q2 | $179K | Sell |
8,500
-2,050
| -19% | -$43.2K | 0.07% | 142 |
|
|
2020
Q1 | $138K | Hold |
10,550
| – | – | 0.06% | 151 |
|
|
2019
Q4 | $177K | Sell |
10,550
-200
| -2% | -$3.36K | 0.06% | 165 |
|
|
2019
Q3 | $181K | Hold |
10,750
| – | – | 0.05% | 168 |
|
|
2019
Q2 | $158K | Sell |
10,750
-50
| -0.5% | -$735 | 0.05% | 180 |
|
|
2019
Q1 | $153K | Sell |
10,800
-200
| -2% | -$2.83K | 0.05% | 178 |
|
|
2018
Q4 | $95K | Buy |
11,000
+200
| +2% | +$1.73K | 0.03% | 207 |
|
|
2018
Q3 | $98K | Sell |
10,800
-9,850
| -48% | -$89.4K | 0.03% | 217 |
|
|
2018
Q2 | $178K | Sell |
20,650
-11,250
| -35% | -$97K | 0.09% | 173 |
|
|
2018
Q1 | $206K | Sell |
31,900
-2,650
| -8% | -$17.1K | 0.11% | 140 |
|
|
2017
Q4 | $200K | Sell |
34,550
-5,000
| -13% | -$28.9K | 0.11% | 139 |
|
|
2017
Q3 | $243K | Sell |
39,550
-7,550
| -16% | -$46.4K | 0.14% | 113 |
|
|
2017
Q2 | $392K | Sell |
47,100
-7,100
| -13% | -$59.1K | 0.25% | 78 |
|
|
2017
Q1 | $483K | Buy |
54,200
+51,550
| +1,945% | +$459K | 0.29% | 74 |
|
|
2016
Q4 | $20K | Hold |
2,650
| – | – | 0.01% | 480 |
|
|
2016
Q3 | $22K | Sell |
2,650
-250
| -9% | -$2.08K | 0.01% | 471 |
|
|
2016
Q2 | $23K | Sell |
2,900
-400
| -12% | -$3.17K | 0.02% | 408 |
|
|
2016
Q1 | $31K | Buy |
3,300
+650
| +25% | +$6.11K | 0.02% | 328 |
|
|
2015
Q4 | $25K | Buy |
2,650
+550
| +26% | +$5.19K | 0.02% | 410 |
|
|
2015
Q3 | $30K | Sell |
2,100
-200
| -9% | -$2.86K | 0.02% | 329 |
|
|
2015
Q2 | $28K | Buy |
2,300
+100
| +5% | +$1.22K | 0.02% | 381 |
|
|
2015
Q1 | $29K | Hold |
2,200
| – | – | 0.02% | 355 |
|
|
2014
Q4 | $30K | Sell |
2,200
-450
| -17% | -$6.14K | 0.02% | 350 |
|
|
2014
Q3 | $35K | Sell |
2,650
-150
| -5% | -$1.98K | 0.03% | 305 |
|
|
2014
Q2 | $33K | Buy |
2,800
+2,550
| +1,020% | +$30.1K | 0.03% | 292 |
|
|
2014
Q1 | $3K | Buy |
250
+100
| +67% | +$1.2K | ﹤0.01% | 520 |
|
|
2013
Q4 | $2K | Hold |
150
| – | – | ﹤0.01% | 614 |
|
|
2013
Q3 | $1K | Buy |
+150
| New | +$1K | ﹤0.01% | 588 |
|