Watershed Private Wealth’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 | $222K | Buy |
+3,954
| New | +$222K | 0.08% | 101 |
|
|
2025
Q1 | – | Sell |
-3,954
| Closed | -$238K | – | 113 |
|
|
2024
Q4 | $238K | Sell |
3,954
-3,150
| -44% | -$190K | 0.09% | 102 |
|
|
2024
Q3 | $409K | Buy |
7,104
+304
| +4% | +$17.5K | 0.16% | 75 |
|
|
2024
Q2 | $426K | Buy |
6,800
+2,150
| +46% | +$135K | 0.18% | 81 |
|
|
2024
Q1 | $270K | Hold |
4,650
| – | – | 0.12% | 100 |
|
|
2023
Q4 | $213K | Buy |
+4,650
| New | +$213K | 0.12% | 103 |
|