TriaGen Wealth Management’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 |
-33,344
| Closed | -$2.01M | – | 170 |
|
|
2024
Q4 | $2.01M | Buy |
+33,344
| New | +$2.01M | 0.68% | 37 |
|
|
2024
Q3 | – | Sell |
-5,850
| Closed | -$367K | – | 174 |
|
|
2024
Q2 | $367K | Hold |
5,850
| – | – | 0.14% | 120 |
|
|
2024
Q1 | $340K | Sell |
5,850
-50
| -0.8% | -$2.91K | 0.14% | 121 |
|
|
2023
Q4 | $270K | Buy |
+5,900
| New | +$270K | 0.13% | 132 |
|
|
2023
Q3 | – | Sell |
-5,400
| Closed | -$231K | – | 158 |
|
|
2023
Q2 | $231K | Buy |
+5,400
| New | +$231K | 0.11% | 153 |
|