Tyler-Stone 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 | $424K | Sell |
7,543
-400
| -5% | -$22.5K | 0.07% | 213 |
|
2025
Q1 | $399K | Hold |
7,943
| – | – | 0.07% | 212 |
|
2024
Q4 | $479K | Hold |
7,943
| – | – | 0.09% | 199 |
|
2024
Q3 | $458K | Buy |
7,943
+4,193
| +112% | +$242K | 0.09% | 195 |
|
2024
Q2 | $235K | Hold |
3,750
| – | – | 0.1% | 179 |
|
2024
Q1 | $218K | Hold |
3,750
| – | – | 0.1% | 182 |
|
2023
Q4 | $172K | Hold |
3,750
| – | – | 0.09% | 193 |
|
2023
Q3 | $137K | Buy |
3,750
+2,750
| +275% | +$100K | 0.08% | 202 |
|
2023
Q2 | $43K | Buy |
+1,000
| New | +$43K | 0.02% | 360 |
|
2022
Q4 | $28K | Hold |
1,000
| – | – | 0.02% | 398 |
|
2022
Q3 | $30K | Hold |
1,000
| – | – | 0.02% | 367 |
|
2022
Q2 | $26K | Hold |
1,000
| – | – | 0.02% | 406 |
|
2022
Q1 | $32K | Hold |
1,000
| – | – | 0.02% | 400 |
|
2021
Q4 | $35K | Buy |
+1,000
| New | +$35K | 0.02% | 410 |
|