Rise 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
$436K Sell
7,763
-155
-2% -$8.7K 0.17% 53
2025
Q1
$398K Buy
7,918
+50
+0.6% +$2.51K 0.18% 54
2024
Q4
$474K Sell
7,868
-107
-1% -$6.45K 0.23% 43
2024
Q3
$460K Buy
7,975
+25
+0.3% +$1.44K 0.22% 49
2024
Q2
$498K Buy
7,950
+50
+0.6% +$3.13K 0.26% 38
2024
Q1
$459K Buy
7,900
+800
+11% +$46.5K 0.24% 41
2023
Q4
$325K Hold
7,100
0.23% 41
2023
Q3
$260K Sell
7,100
-300
-4% -$11K 0.21% 44
2023
Q2
$317K Sell
7,400
-300
-4% -$12.8K 0.24% 46
2023
Q1
$263K Hold
7,700
0.2% 54
2022
Q4
$214K Hold
7,700
0.17% 61
2022
Q3
$231K Buy
7,700
+100
+1% +$3K 0.19% 57
2022
Q2
$199K Buy
7,600
+150
+2% +$3.93K 0.2% 61
2022
Q1
$236K Buy
7,450
+50
+0.7% +$1.58K 0.21% 60
2021
Q4
$259K Buy
+7,400
New +$259K 0.25% 54