RWB
RMR Wealth Builders’s Chipotle Mexican Grill CMG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Sell |
18,750
-337
| -2% | -$18.9K | 0.1% | 108 |
|
|
2025
Q1 | $958K | Sell |
19,087
-547
| -3% | -$27.5K | 0.1% | 107 |
|
|
2024
Q4 | $1.18M | Sell |
19,634
-5
| -0% | -$301 | 0.12% | 96 |
|
|
2024
Q3 | $1.13M | Buy |
19,639
+1,009
| +5% | +$58.1K | 0.12% | 96 |
|
|
2024
Q2 | $1.17M | Buy |
18,630
+18,318
| +5,871% | +$1.15M | 0.13% | 88 |
|
|
2024
Q1 | $907K | Buy |
312
+2
| +0.6% | +$5.81K | 0.11% | 102 |
|
|
2023
Q4 | $709K | Buy |
310
+4
| +1% | +$9.15K | 0.1% | 106 |
|
|
2023
Q3 | $561K | Hold |
306
| – | – | 0.09% | 123 |
|
|
2023
Q2 | $655K | Sell |
306
-203
| -40% | -$434K | 0.11% | 93 |
|
|
2023
Q1 | $870K | Hold |
509
| – | – | 0.17% | 70 |
|
|
2022
Q4 | $706K | Hold |
509
| – | – | 0.16% | 74 |
|
|
2022
Q3 | $765K | Sell |
509
-32
| -6% | -$48.1K | 0.19% | 64 |
|
|
2022
Q2 | $707K | Hold |
541
| – | – | 0.18% | 83 |
|
|
2022
Q1 | $856K | Buy |
+541
| New | +$856K | 0.18% | 79 |
|
|
2021
Q4 | – | Sell |
-541
| Closed | -$983K | – | 140 |
|
|
2021
Q3 | $983K | Hold |
541
| – | – | 0.29% | 54 |
|
|
2021
Q2 | $839K | Hold |
541
| – | – | 0.28% | 62 |
|
|
2021
Q1 | $769K | Hold |
541
| – | – | 0.2% | 72 |
|
|
2020
Q4 | $750K | Hold |
541
| – | – | 0.37% | 52 |
|
|
2020
Q3 | $673K | Hold |
541
| – | – | 0.17% | 90 |
|
|
2020
Q2 | $569K | Buy |
+541
| New | +$569K | 0.51% | 45 |
|
|
2019
Q4 | $453K | Buy |
+541
| New | +$453K | 0.44% | 49 |
|