Transform Wealth’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
Q1 | $354K | Sell |
|
|||||
|
2024
Q4 | $557K | Sell |
|
|||||
|
2024
Q3 | $549K | Hold |
|
|||||
|
2024
Q2 | $597K | Sell |
|
|||||
|
2024
Q1 | $568K | Sell |
|
|||||
|
2023
Q4 | $486K | Sell |
|
|||||
|
2023
Q3 | $431K | Buy |
|
|||||
|
2023
Q2 | $497K | Buy |
|
|||||
|
2023
Q1 | $291K | Sell |
|
|||||
|
2022
Q4 | $251K | Sell |
|
|||||
|
2022
Q3 | $287K | Sell |
|
|||||
|
2022
Q2 | $263K | Sell |
|
|||||
|
2022
Q1 | $395K | Buy |
|
|||||
|
2021
Q4 | $428K | Hold |
|
|||||
|
2021
Q3 | $445K | Sell |
|
|||||
|
2021
Q2 | $409K | Buy |
|
|||||
|
2021
Q1 | $266K | Sell |
|
|||||
|
2020
Q4 | $280K | Sell |
|
|||||
|
2020
Q3 | $364K | Sell |
|
|||||
|
2020
Q2 | $360K | Sell |
|
|||||
|
2020
Q1 | $227K | Buy |
|
|||||
|
2019
Q4 | $249K | Buy |
|
|||||
|
2016
Q4 | – | Sell |
|
|||||
|
2016
Q3 | $357K | Buy |
|
|||||
|
2016
Q2 | $308K | Buy |
|