Trueblood 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
Q2 | $306K | Buy |
5,450
+6
| +0.1% | +$337 | 0.13% | 198 |
|
|
2025
Q1 | $273K | Buy |
5,444
+3
| +0.1% | +$151 | 0.13% | 198 |
|
|
2024
Q4 | $328K | Buy |
5,441
+882
| +19% | +$53.2K | 0.16% | 174 |
|
|
2024
Q3 | $263K | Buy |
4,559
+559
| +14% | +$32.2K | 0.13% | 190 |
|
|
2024
Q2 | $251K | Hold |
4,000
| – | – | 0.14% | 189 |
|
|
2024
Q1 | $233K | Sell |
4,000
-1,150
| -22% | -$66.9K | 0.13% | 196 |
|
|
2023
Q4 | $236K | Buy |
+5,150
| New | +$236K | 0.15% | 178 |
|