Williams Jones Wealth Management’s Chipotle Mexican Grill CMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.22M | Sell |
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|
2025
Q2 | $8.93M | Hold |
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|
2025
Q1 | $7.98M | Hold |
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|
2024
Q4 | $9.59M | Sell |
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|
2024
Q3 | $9.17M | Sell |
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|
2024
Q2 | $10M | Hold |
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|
2024
Q1 | $9.28M | Hold |
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|
2023
Q4 | $7.3M | Sell |
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|
2023
Q3 | $5.97M | Hold |
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|
2023
Q2 | $6.97M | Sell |
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|
2023
Q1 | $5.57M | Sell |
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|
2022
Q4 | $4.6M | Hold |
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|
2022
Q3 | $4.98M | Buy |
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|
2022
Q2 | $4.17M | Buy |
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|
2022
Q1 | $214K | Sell |
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|
2021
Q4 | $358K | Hold |
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|
2021
Q3 | $373K | Sell |
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|
2021
Q2 | $319K | Buy |
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