Schechter Investment Advisors’s Chipotle Mexican Grill CMG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $660K | Sell |
13,143
-5,547
| -30% | -$279K | 0.05% | 307 |
|
|
2024
Q4 | $1.13M | Buy |
18,690
+220
| +1% | +$13.3K | 0.09% | 225 |
|
|
2024
Q3 | $1.06M | Buy |
18,470
+1,570
| +9% | +$90.5K | 0.08% | 242 |
|
|
2024
Q2 | $1.06M | Sell |
16,900
-2,300
| -12% | -$144K | 0.08% | 226 |
|
|
2024
Q1 | $1.12M | Sell |
19,200
-2,300
| -11% | -$134K | 0.08% | 222 |
|
|
2023
Q4 | $983K | Sell |
21,500
-250
| -1% | -$11.4K | 0.09% | 234 |
|
|
2023
Q3 | $797K | Sell |
21,750
-600
| -3% | -$22K | 0.08% | 258 |
|
|
2023
Q2 | $956K | Sell |
22,350
-1,800
| -7% | -$77K | 0.09% | 250 |
|
|
2023
Q1 | $825K | Buy |
24,150
+200
| +0.8% | +$6.83K | 0.08% | 296 |
|
|
2022
Q4 | $665K | Sell |
23,950
-1,850
| -7% | -$51.3K | 0.06% | 420 |
|
|
2022
Q3 | $775K | Buy |
25,800
+650
| +3% | +$19.5K | 0.08% | 364 |
|
|
2022
Q2 | $658K | Sell |
25,150
-150
| -0.6% | -$3.92K | 0.06% | 432 |
|
|
2022
Q1 | $801K | Buy |
25,300
+350
| +1% | +$11.1K | 0.07% | 383 |
|
|
2021
Q4 | $873K | Buy |
+24,950
| New | +$873K | 0.08% | 350 |
|