Triad Wealth Partners’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	$504K	Buy	8,976 +1,693	+23%	+$95.1K	0.1%	150
2025 Q1	$366K	Buy	7,283 +599	+9%	+$30.1K	0.11%	135
2024 Q4	$403K	Buy	+6,684	New	+$403K	0.15%	109
2024 Q3	–	Sell	-4,050	Closed	-$254K	–	211
2024 Q2	$254K	Buy	+4,050	New	+$254K	0.13%	76