Vertex Planning Partners’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	-3,573	Closed	-$215K	–	181
2024 Q4	$215K	Buy	3,573 +69	+2%	+$4.16K	0.05%	177
2024 Q3	$202K	Buy	3,504 +104	+3%	+$5.99K	0.05%	160
2024 Q2	$213K	Buy	+3,400	New	+$213K	0.06%	147