Sequoia Financial 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 | $2.29M | Buy |
40,801
+10,620
| +35% | +$596K | 0.02% | 434 |
|
|
2025
Q1 | $1.52M | Sell |
30,181
-498
| -2% | -$25K | 0.01% | 498 |
|
|
2024
Q4 | $1.85M | Buy |
30,679
+6,008
| +24% | +$362K | 0.02% | 421 |
|
|
2024
Q3 | $1.42M | Buy |
24,671
+5,577
| +29% | +$321K | 0.02% | 453 |
|
|
2024
Q2 | $1.2M | Buy |
19,094
+1,394
| +8% | +$87.3K | 0.01% | 438 |
|
|
2024
Q1 | $1.03M | Sell |
17,700
-9,800
| -36% | -$570K | 0.01% | 468 |
|
|
2023
Q4 | $1.26M | Buy |
27,500
+14,150
| +106% | +$647K | 0.02% | 464 |
|
|
2023
Q3 | $489K | Sell |
13,350
-600
| -4% | -$22K | 0.01% | 531 |
|
|
2023
Q2 | $597K | Buy |
13,950
+300
| +2% | +$12.8K | 0.01% | 468 |
|
|
2023
Q1 | $466K | Sell |
13,650
-1,050
| -7% | -$35.9K | 0.01% | 478 |
|
|
2022
Q4 | $408K | Buy |
14,700
+7,000
| +91% | +$194K | 0.01% | 487 |
|
|
2022
Q3 | $231K | Sell |
7,700
-1,200
| -13% | -$36K | 0.01% | 453 |
|
|
2022
Q2 | $233K | Sell |
8,900
-2,000
| -18% | -$52.4K | 0.01% | 510 |
|
|
2022
Q1 | $345K | Buy |
10,900
+3,050
| +39% | +$96.5K | 0.01% | 452 |
|
|
2021
Q4 | $274K | Buy |
+7,850
| New | +$274K | 0.01% | 462 |
|