Secure Asset Management’s Chipotle Mexican Grill CMG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-8,974
| Closed | -$541K | – | 311 |
|
|
2024
Q4 | $541K | Buy |
8,974
+1,769
| +25% | +$107K | 0.08% | 186 |
|
|
2024
Q3 | $415K | Buy |
7,205
+55
| +0.8% | +$3.17K | 0.07% | 205 |
|
|
2024
Q2 | $448K | Buy |
+7,150
| New | +$448K | 0.08% | 175 |
|
|
2022
Q1 | – | Sell |
-6,400
| Closed | -$224K | – | 207 |
|
|
2021
Q4 | $224K | Buy |
6,400
+50
| +0.8% | +$1.75K | 0.09% | 184 |
|
|
2021
Q3 | $231K | Sell |
6,350
-700
| -10% | -$25.5K | 0.11% | 155 |
|
|
2021
Q2 | $219K | Buy |
+7,050
| New | +$219K | 0.11% | 169 |
|