Summit Wealth & Retirement Planning’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 | $455K | Hold |
8,100
| – | – | 0.12% | 61 |
|
|
2025
Q1 | $407K | Hold |
8,100
| – | – | 0.12% | 51 |
|
|
2024
Q4 | $488K | Hold |
8,100
| – | – | 0.15% | 43 |
|
|
2024
Q3 | $467K | Hold |
8,100
| – | – | 0.15% | 43 |
|
|
2024
Q2 | $507K | Hold |
8,100
| – | – | 0.17% | 37 |
|
|
2024
Q1 | $471K | Hold |
8,100
| – | – | 0.17% | 38 |
|
|
2023
Q4 | $370K | Hold |
8,100
| – | – | 0.16% | 41 |
|
|
2023
Q3 | $297K | Hold |
8,100
| – | – | 0.12% | 49 |
|
|
2023
Q2 | $347K | Hold |
8,100
| – | – | 0.14% | 47 |
|
|
2023
Q1 | $277K | Buy |
+8,100
| New | +$277K | 0.1% | 88 |
|