United Advisor Group’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 | $610K | Buy |
10,855
+237
| +2% | +$13.3K | 0.11% | 192 |
|
|
2025
Q1 | $533K | Buy |
10,618
+132
| +1% | +$6.63K | 0.11% | 178 |
|
|
2024
Q4 | $632K | Buy |
10,486
+1,036
| +11% | +$62.5K | 0.13% | 170 |
|
|
2024
Q3 | $545K | Buy |
9,450
+293
| +3% | +$16.9K | 0.12% | 173 |
|
|
2024
Q2 | $574K | Buy |
9,157
+557
| +6% | +$34.9K | 0.18% | 120 |
|
|
2024
Q1 | $500K | Sell |
8,600
-2,350
| -21% | -$137K | 0.19% | 116 |
|
|
2023
Q4 | $503K | Buy |
+10,950
| New | +$503K | 0.61% | 33 |
|