Western Pacific Wealth 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
Q2 | $209K | Hold |
3,724
| – | – | 0.2% | 60 |
|
|
2025
Q1 | $187K | Buy |
3,724
+296
| +9% | +$14.9K | 0.17% | 66 |
|
|
2024
Q4 | $207K | Hold |
3,428
| – | – | 0.17% | 63 |
|
|
2024
Q3 | $198K | Buy |
3,428
+288
| +9% | +$16.6K | 0.13% | 60 |
|
|
2024
Q2 | $197K | Sell |
3,140
-360
| -10% | -$22.6K | 0.15% | 51 |
|
|
2024
Q1 | $203K | Buy |
3,500
+750
| +27% | +$43.6K | 0.15% | 52 |
|
|
2023
Q4 | $126K | Sell |
2,750
-250
| -8% | -$11.4K | 0.09% | 72 |
|
|
2023
Q3 | $110K | Buy |
3,000
+300
| +11% | +$11K | 0.09% | 72 |
|
|
2023
Q2 | $116K | Hold |
2,700
| – | – | 0.09% | 74 |
|
|
2023
Q1 | $92.2K | Buy |
2,700
+600
| +29% | +$20.5K | 0.07% | 85 |
|
|
2022
Q4 | $58.3K | Buy |
+2,100
| New | +$58.3K | 0.05% | 121 |
|