Soltis Investment 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-76,578
| Closed | -$4.8M | – | 367 |
|
2024
Q2 | $4.8M | Buy |
+76,578
| New | +$4.8M | 0.51% | 62 |
|
2023
Q3 | – | Sell |
-69,100
| Closed | -$2.96M | – | 264 |
|
2023
Q2 | $2.96M | Buy |
+69,100
| New | +$2.96M | 0.34% | 83 |
|
2023
Q1 | – | Sell |
-75,650
| Closed | -$2.1M | – | 262 |
|
2022
Q4 | $2.1M | Buy |
+75,650
| New | +$2.1M | 0.28% | 98 |
|