Plum Street 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 | $449K | Hold |
7,997
| – | – | 0.2% | 64 |
|
|
2025
Q1 | $402K | Hold |
7,997
| – | – | 0.19% | 67 |
|
|
2024
Q4 | $482K | Sell |
7,997
-2,003
| -20% | -$121K | 0.24% | 60 |
|
|
2024
Q3 | $576K | Buy |
+10,000
| New | +$576K | 0.29% | 57 |
|
|
2024
Q2 | – | Sell |
-500,000
| Closed | -$576K | – | 68 |
|
|
2024
Q1 | $576K | Buy |
+500,000
| New | +$576K | 0.29% | 57 |
|