Atria Wealth Solutions’s Portillo's PTLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $412K | Buy |
35,319
+15,580
| +79% | +$182K | 0.01% | 1005 |
|
|
2025
Q1 | $235K | Buy |
+19,739
| New | +$235K | ﹤0.01% | 1615 |
|
|
2024
Q4 | – | Sell |
-30,056
| Closed | -$405K | – | 2040 |
|
|
2024
Q3 | $405K | Buy |
30,056
+1,793
| +6% | +$24.2K | ﹤0.01% | 1336 |
|
|
2024
Q2 | $275K | Buy |
28,263
+9,978
| +55% | +$97K | ﹤0.01% | 1543 |
|
|
2024
Q1 | $259K | Buy |
+18,285
| New | +$259K | ﹤0.01% | 1649 |
|