United Advisor Group’s Chipotle Mexican Grill CMG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$450K Buy
2025
Q2
$610K Buy
2025
Q1
$533K Buy
2024
Q4
$632K Buy
2024
Q3
$545K Buy
2024
Q2
$574K Buy
2024
Q1
$500K Sell
2023
Q4
$503K Buy