SVWAG
Sound View Wealth Advisors Group’s Chipotle Mexican Grill CMG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $204K | Sell |
3,640
-436
| -11% | -$24.5K | 0.02% | 410 |
|
|
2025
Q1 | $205K | Buy |
4,076
+115
| +3% | +$5.77K | 0.02% | 395 |
|
|
2024
Q4 | $239K | Sell |
3,961
-1,078
| -21% | -$65K | 0.02% | 374 |
|
|
2024
Q3 | $290K | Sell |
5,039
-361
| -7% | -$20.8K | 0.02% | 335 |
|
|
2024
Q2 | $338K | Buy |
5,400
+5,311
| +5,967% | +$333K | 0.03% | 283 |
|
|
2024
Q1 | $259K | Sell |
89
-3
| -3% | -$8.72K | 0.03% | 325 |
|
|
2023
Q4 | $210K | Buy |
+92
| New | +$210K | 0.02% | 364 |
|
|
2023
Q1 | – | Sell |
-92
| Closed | -$210K | – | 373 |
|
|
2022
Q4 | $210K | Buy |
+92
| New | +$210K | 0.02% | 364 |
|