Wealth Management Associates’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 | $280K | Hold |
4,984
| – | – | 0.11% | 173 |
|
|
2025
Q1 | $250K | Sell |
4,984
-74
| -1% | -$3.72K | 0.11% | 176 |
|
|
2024
Q4 | $305K | Hold |
5,058
| – | – | 0.13% | 152 |
|
|
2024
Q3 | $291K | Sell |
5,058
-892
| -15% | -$51.4K | 0.13% | 159 |
|
|
2024
Q2 | $373K | Sell |
5,950
-291,550
| -98% | -$18.3M | 0.17% | 117 |
|
|
2024
Q1 | $373K | Buy |
297,500
+290,400
| +4,090% | +$364K | 0.17% | 117 |
|
|
2023
Q4 | $325K | Hold |
7,100
| – | – | 0.17% | 128 |
|
|
2023
Q3 | $260K | Buy |
7,100
+2,100
| +42% | +$76.9K | 0.15% | 143 |
|
|
2023
Q2 | $214K | Sell |
5,000
-1,250
| -20% | -$53.5K | 0.12% | 172 |
|
|
2023
Q1 | $214K | Buy |
+6,250
| New | +$214K | 0.13% | 174 |
|
|
2022
Q4 | – | Sell |
-9,500
| Closed | -$286K | – | 188 |
|
|
2022
Q3 | $286K | Buy |
+9,500
| New | +$286K | 0.2% | 131 |
|