Souders 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 | $603K | Sell |
10,734
-2,819
| -21% | -$158K | 0.08% | 121 |
|
|
2025
Q1 | $680K | Sell |
13,553
-5,988
| -31% | -$301K | 0.1% | 116 |
|
|
2024
Q4 | $1.18M | Sell |
19,541
-4,470
| -19% | -$270K | 0.16% | 98 |
|
|
2024
Q3 | $1.38M | Buy |
24,011
+93
| +0.4% | +$5.36K | 0.19% | 82 |
|
|
2024
Q2 | $1.5M | Buy |
23,918
+568
| +2% | +$35.6K | 0.23% | 76 |
|
|
2024
Q1 | $1.36M | Sell |
23,350
-50
| -0.2% | -$2.91K | 0.21% | 79 |
|
|
2023
Q4 | $1.07M | Sell |
23,400
-350
| -1% | -$16K | 0.18% | 84 |
|
|
2023
Q3 | $870K | Sell |
23,750
-1,350
| -5% | -$49.5K | 0.17% | 90 |
|
|
2023
Q2 | $1.07M | Sell |
25,100
-950
| -4% | -$40.6K | 0.21% | 82 |
|
|
2023
Q1 | $890K | Sell |
26,050
-6,150
| -19% | -$210K | 0.19% | 86 |
|
|
2022
Q4 | $894K | Sell |
32,200
-6,950
| -18% | -$193K | 0.2% | 84 |
|
|
2022
Q3 | $1.18M | Buy |
39,150
+500
| +1% | +$15K | 0.32% | 73 |
|
|
2022
Q2 | $1.01M | Sell |
38,650
-550
| -1% | -$14.4K | 0.29% | 71 |
|
|
2022
Q1 | $1.24M | Buy |
+39,200
| New | +$1.24M | 0.36% | 63 |
|