WealthPlan Investment Management’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 |
-5,963
| Closed | -$360K | – | 272 |
|
|
2024
Q4 | $360K | Sell |
5,963
-14,754
| -71% | -$890K | 0.04% | 205 |
|
|
2024
Q3 | $1.19M | Buy |
+20,717
| New | +$1.19M | 0.12% | 118 |
|
|
2023
Q3 | – | Sell |
-100
| Closed | -$4.28K | – | 192 |
|
|
2023
Q2 | $4.28K | Hold |
100
| – | – | ﹤0.01% | 305 |
|
|
2023
Q1 | $3.42K | Buy |
+100
| New | +$3.42K | ﹤0.01% | 380 |
|