Summit Wealth & Retirement Planning’s Chipotle Mexican Grill CMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $212K | Sell |
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|
2025
Q2 | $455K | Hold |
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|
2025
Q1 | $407K | Hold |
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|
2024
Q4 | $488K | Hold |
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|
2024
Q3 | $467K | Hold |
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|
2024
Q2 | $507K | Hold |
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|
2024
Q1 | $471K | Hold |
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|
2023
Q4 | $370K | Hold |
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|
2023
Q3 | $297K | Hold |
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|
2023
Q2 | $347K | Hold |
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|
2023
Q1 | $277K | Buy |
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