SageView Advisory Group’s Chipotle Mexican Grill CMG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $364K | Sell |
8,107
-870
| -10% | -$39K | 0.01% | 439 |
|
|
2025
Q1 | $451K | Sell |
8,977
-1,108
| -11% | -$55.6K | 0.02% | 368 |
|
|
2024
Q4 | $608K | Buy |
10,085
+2,077
| +26% | +$125K | 0.03% | 308 |
|
|
2024
Q3 | $461K | Sell |
8,008
-2,567
| -24% | -$148K | 0.02% | 314 |
|
|
2024
Q2 | $663K | Buy |
+10,575
| New | +$663K | 0.03% | 289 |
|
|
2024
Q1 | – | Sell |
-12,250
| Closed | -$593K | – | 556 |
|
|
2023
Q4 | $593K | Buy |
+12,250
| New | +$593K | 0.03% | 358 |
|