SOA Wealth Advisors’s Chipotle Mexican Grill CMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $23.5K | Sell |
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2025
Q2 | $110K | Buy |
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2025
Q1 | $67.8K | Hold |
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|
2024
Q4 | $81.4K | Hold |
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|
2024
Q3 | $77.8K | Hold |
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|
2024
Q2 | $84.6K | Buy |
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|
2024
Q1 | $34.9K | Hold |
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|
2023
Q4 | $27.4K | Hold |
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|
2023
Q3 | $22K | Hold |
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|
2023
Q2 | $25.7K | Hold |
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|
2023
Q1 | $20.5K | Hold |
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|
2022
Q4 | $16.6K | Hold |
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|
2022
Q3 | $18K | Hold |
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|
2022
Q2 | $15K | Hold |
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|
2022
Q1 | $18K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $90K | Sell |
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|
2021
Q2 | $186K | Buy |
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