Regal Investment Advisors’s Chipotle Mexican Grill CMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,810
| Closed | -$290K | – | 465 |
|
|
2024
Q4 | $290K | Sell |
4,810
-4,138
| -46% | -$249K | 0.02% | 410 |
|
|
2024
Q3 | $516K | Sell |
8,948
-3,402
| -28% | -$188K | 0.04% | 353 |
|
|
2024
Q2 | $774K | Buy |
12,350
+5,450
| +79% | +$339K | 0.05% | 292 |
|
|
2024
Q1 | $401K | Buy |
6,900
+1,400
| +25% | +$71.6K | 0.03% | 400 |
|
|
2023
Q4 | $252K | Buy |
+5,500
| New | +$229K | 0.02% | 457 |
|
|
2023
Q3 | – | Sell |
-5,300
| Closed | -$227K | – | 501 |
|
|
2023
Q2 | $227K | Sell |
5,300
-1,250
| -19% | -$49.4K | 0.02% | 460 |
|
|
2023
Q1 | $224K | Buy |
+6,550
| New | +$206K | 0.02% | 462 |
|
|
2022
Q4 | – | Sell |
-10,150
| Closed | -$305K | – | 497 |
|
|
2022
Q3 | $305K | Sell |
10,150
-400
| -4% | -$12.4K | 0.03% | 361 |
|
|
2022
Q2 | $276K | Buy |
10,550
+400
| +4% | +$11.1K | 0.03% | 389 |
|
|
2022
Q1 | $321K | Sell |
10,150
-1,250
| -11% | -$37.6K | 0.03% | 384 |
|
|
2021
Q4 | $399K | Sell |
11,400
-1,150
| -9% | -$40.5K | 0.04% | 368 |
|
|
2021
Q3 | $456K | Sell |
12,550
-500
| -4% | -$18.2K | 0.04% | 341 |
|
|
2021
Q2 | $405K | Buy |
+13,050
| New | +$372K | 0.04% | 361 |
|
|
2021
Q1 | – | Sell |
-23,200
| Closed | -$643K | – | 85 |
|
|
2020
Q4 | $643K | Buy |
+23,200
| New | +$609K | 0.07% | 242 |
|
|
2020
Q1 | – | Sell |
-19,100
| Closed | -$320K | – | 67 |
|
|
2019
Q4 | $320K | Sell |
19,100
-4,700
| -20% | -$75.4K | 0.06% | 253 |
|
|
2019
Q3 | $400K | Hold |
23,800
| – | – | 0.08% | 211 |
|
|
2019
Q2 | $349K | Buy |
23,800
+1,300
| +6% | +$18.3K | 0.07% | 229 |
|
|
2019
Q1 | $320K | Sell |
22,500
-7,000
| -24% | -$81.2K | 0.07% | 237 |
|
|
2018
Q4 | $255K | Buy |
+29,500
| New | +$267K | 0.06% | 275 |
|
|
2015
Q4 | – | Sell |
-500
| Closed | -$7K | – | 371 |
|
|
2015
Q3 | $7K | Hold |
500
| – | – | ﹤0.01% | 754 |
|
|
2015
Q2 | $6K | Sell |
500
-4,000
| -89% | -$50.6K | ﹤0.01% | 720 |
|
|
2015
Q1 | $59K | Buy |
4,500
+500
| +13% | +$6.82K | 0.01% | 405 |
|
|
2014
Q4 | $55K | Hold |
4,000
| – | – | 0.01% | 383 |
|
|
2014
Q3 | $53K | Hold |
4,000
| – | – | 0.02% | 405 |
|
|
2014
Q2 | $47K | Buy |
+4,000
| New | +$43.3K | 0.02% | 397 |
|
|
2013
Q3 | – | Sell |
-800
| Closed | -$6K | – | 882 |
|
|
2013
Q2 | $6K | Buy |
+800
| New | +$5.74K | ﹤0.01% | 662 |
|
Other funds holding CMG
PSCM
Regal Investment Advisors's CMG Position: Q1 2025 in Review
Regal Investment Advisors sold out of Chipotle Mexican Grill (CMG) in Q1 2025, closing a stake of 4,810 shares — an estimated $290K sold.
Regal Investment Advisors first reported a position in CMG in Q2 2013 and held it in 26 quarters. The position peaked at $774K in Q2 2024. 1,557 funds tracked by Wall St. Rank hold CMG as of Q1 2025.
- Regal Investment Advisors reported no remaining Chipotle Mexican Grill position as of Q1 2025 after selling out during the quarter.
- Regal Investment Advisors sold 4,810 Chipotle Mexican Grill shares in Q1 2025, an estimated $290K.
- Regal Investment Advisors first reported a position in Chipotle Mexican Grill in Q2 2013 and held it in 26 quarters.
- Regal Investment Advisors's Chipotle Mexican Grill position peaked at $774K in Q2 2024.
- 1,557 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q1 2025.
Based on Regal Investment Advisors's 13F filing for Q1 2025, filed 12 May 2025.