SteelPeak Wealth’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
Q1 | – | Sell |
-24,474
| Closed | -$1.48M | – | 494 |
|
|
2024
Q4 | $1.48M | Buy |
24,474
+2,580
| +12% | +$156K | 0.06% | 199 |
|
|
2024
Q3 | $1.26M | Buy |
+21,894
| New | +$1.26M | 0.05% | 199 |
|
|
2024
Q2 | – | Sell |
-15,000
| Closed | -$872K | – | 456 |
|
|
2024
Q1 | $872K | Hold |
15,000
| – | – | 0.04% | 224 |
|
|
2023
Q4 | $686K | Hold |
15,000
| – | – | 0.04% | 240 |
|
|
2023
Q3 | $550K | Buy |
+15,000
| New | +$550K | 0.03% | 237 |
|
|
2021
Q4 | – | Sell |
-9,800
| Closed | -$356K | – | 401 |
|
|
2021
Q3 | $356K | Buy |
+9,800
| New | +$356K | 0.02% | 288 |
|